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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,232 | $73,978+216.6% | $96,515+142.7% | $75,173+211.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 117.09% | 26.72%+90.4pp | 35.73%+81.4pp | 160.72%-43.6pp |
| Employer contribution / active EE | $8,224 | $2,931+180.6% | $3,740+119.9% | $2,671+207.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |