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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,152 | $102,638+75.5% | $81,991+119.7% | $158,966+13.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.73% | 61.05%-42.3pp | 41.31%-22.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,881 | $3,241-11.1% | $2,498+15.3% | $4,762-39.5% |
| Participant deferral / active EE | $8,653 | $4,649+86.1% | $3,722+132.4% | $5,983+44.6% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |