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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,210 | $162,781+33.4% | $133,956+62.2% | $158,931+36.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.11% | 41.94%-33.8pp | 45.09%-37.0pp | 302.86%-294.8pp |
| Employer contribution / active EE | $22,624 | $4,975+354.7% | $3,919+477.3% | $4,761+375.1% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |