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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,358 | $157,276+58.5% | $141,177+76.6% | $152,885+63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.55% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $16,667 | $5,262+216.8% | $4,736+251.9% | $4,763+249.9% |
| Participant deferral / active EE | $13,898 | $7,110+95.5% | $6,710+107.1% | $5,851+137.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |