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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,868 | $110,337+87.5% | $102,383+102.1% | $145,877+41.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $26,095 | $4,216+518.9% | $3,870+574.2% | $4,663+459.6% |
| Participant deferral / active EE | $12,150 | $5,621+116.2% | $5,060+140.1% | $6,691+81.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |