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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,152 | $80,731+123.2% | $103,374+74.3% | $74,546+141.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 53.03% | 27.56%+25.5pp | 24.89%+28.1pp | 1366.03%-1313.0pp |
| Employer contribution / active EE | $8,562 | $3,158+171.1% | $3,869+121.3% | $2,624+226.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |