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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,915 | $211,239+9.3% | $178,528+29.3% | $145,877+58.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.95% | 30.22%-13.3pp | 27.11%-10.2pp | 551.28%-534.3pp |
| Employer contribution / active EE | $26,667 | $4,570+483.5% | $3,950+575.0% | $4,663+471.9% |
| Participant deferral / active EE | $15,167 | $6,963+117.8% | $6,278+141.6% | $6,691+126.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |