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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,791 | $150,435+58.1% | $120,580+97.2% | $145,897+63.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 17.14% | 154.60%-137.5pp | 107.48%-90.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $11,616 | $4,352+166.9% | $3,469+234.8% | $4,663+149.1% |
| Participant deferral / active EE | $15,281 | $6,174+147.5% | $4,995+205.9% | $6,689+128.4% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |