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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,379 | $80,992+94.3% | $96,534+63.0% | $75,173+109.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 59.90% | 27.05%+32.9pp | 25.88%+34.0pp | 160.72%-100.8pp |
| Employer contribution / active EE | $8,717 | $2,283+281.9% | $2,965+193.9% | $2,671+226.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |