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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,962 | $72,071+34.5% | $68,368+41.8% | $137,256-29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.18% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $33,581 | $2,788+1104.5% | $2,649+1167.7% | $4,156+708.0% |
| Participant deferral / active EE | $850 | $4,410-80.7% | $4,123-79.4% | $6,407-86.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |