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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,596 | $152,592+24.9% | $125,180+52.3% | $152,885+24.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.80% | 54.84%-37.0pp | 43.79%-26.0pp | 345.39%-327.6pp |
| Employer contribution / active EE | $20,959 | $4,947+323.7% | $3,866+442.2% | $4,763+340.0% |
| Participant deferral / active EE | $16,233 | $5,868+176.6% | $4,937+228.8% | $5,851+177.4% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |