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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,773 | $110,337+96.5% | $102,383+111.7% | $145,877+48.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 24.83%-14.5pp | 24.94%-14.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $6,667 | $4,216+58.1% | $3,870+72.3% | $4,663+43.0% |
| Participant deferral / active EE | $6,718 | $5,621+19.5% | $5,060+32.8% | $6,691+0.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |