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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,592 | $232,540-87.3% | $185,117-84.0% | $147,585-79.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 58.27% | 43.03%+15.2pp | 40.50%+17.8pp | 578.57%-520.3pp |
| Employer contribution / active EE | $16,923 | $5,195+225.7% | $4,182+304.7% | $4,876+247.0% |
| Participant deferral / active EE | $10,295 | $5,834+76.5% | $5,045+104.1% | $5,439+89.3% |
| Admin fee / account holder | $63 | $10,275-99.4% | $8,159-99.2% | $10,885-99.4% |