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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,657 | $82,163+203.9% | $125,381+99.1% | $64,819+285.2% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | 15.78% | 3.49%+12.3pp | 572.31%-556.5pp | 32.84%-17.1pp |
| Employer contribution / active EE | $10,130 | $3,616+180.1% | $4,815+110.4% | $2,507+304.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |