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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,450 | $81,664+27.9% | $70,476+48.2% | $158,966-34.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.51% | 208.59%-195.1pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,604 | $3,219-19.1% | $2,738-4.9% | $4,762-45.3% |
| Participant deferral / active EE | $8,554 | $4,556+87.7% | $3,710+130.5% | $5,983+43.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |