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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,116 | $99,994+10.1% | $146,643-24.9% | $85,847+28.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.76% | 18.93%-5.2pp | 22.75%-9.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $8,400 | $2,559+228.3% | $4,137+103.1% | $2,565+227.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |