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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,514 | $129,217+53.6% | $93,406+112.5% | $158,950+24.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 17.54% | 118.21%-100.7pp | 78.05%-60.5pp | 302.91%-285.4pp |
| Employer contribution / active EE | $19,880 | $2,711+633.2% | $2,075+858.1% | $4,762+317.5% |
| Participant deferral / active EE | $7,800 | $3,909+99.5% | $3,126+149.5% | $5,983+30.4% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,248-100.0% |