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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,590 | $108,882+83.3% | $96,754+106.3% | $154,746+29.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.03% | 98.39%-80.4pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $17,098 | $3,018+466.5% | $2,679+538.2% | $4,379+290.5% |
| Participant deferral / active EE | $13,324 | $5,323+150.3% | $4,758+180.0% | $6,730+98.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |