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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,217 | $106,923+71.4% | $84,023+118.1% | $152,909+19.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.53% | 105.02%-79.5pp | 71.32%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $20,500 | $2,735+649.4% | $1,984+933.3% | $4,764+330.3% |
| Participant deferral / active EE | $18,000 | $4,013+348.6% | $3,239+455.7% | $5,851+207.6% |
| Admin fee / account holder | $20 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |