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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,136 | $100,073+12.1% | $85,126+31.7% | $145,877-23.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 84.11%-72.2pp | 66.63%-54.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,168 | $3,236+59.7% | $2,731+89.2% | $4,663+10.8% |
| Participant deferral / active EE | $7,500 | $5,294+41.7% | $4,523+65.8% | $6,691+12.1% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |