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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,023 | $118,919+55.6% | $88,538+109.0% | $152,897+21.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 24.06% | 47.92%-23.9pp | 43.64%-19.6pp | 345.43%-321.4pp |
| Employer contribution / active EE | $21,000 | $2,669+686.8% | $2,098+900.8% | $4,764+340.9% |
| Participant deferral / active EE | $9,500 | $3,549+167.7% | $2,914+226.0% | $5,851+62.4% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |