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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,934 | $232,540-77.2% | $185,117-71.4% | $147,586-64.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 38.11% | 43.03%-4.9pp | 40.50%-2.4pp | 578.59%-540.5pp |
| Employer contribution / active EE | $15,225 | $5,195+193.0% | $4,182+264.1% | $4,876+212.2% |
| Participant deferral / active EE | $9,703 | $5,834+66.3% | $5,045+92.3% | $5,439+78.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |