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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,999 | $99,652+150.9% | $78,778+217.3% | $147,586+69.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.57% | 47.28%-29.7pp | 35.62%-18.0pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,753 | $2,796+105.8% | $1,986+189.7% | $4,876+18.0% |
| Participant deferral / active EE | $3,456 | $3,664-5.7% | $2,958+16.8% | $5,439-36.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |