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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,380 | $116,203+63.8% | $93,621+103.4% | $152,897+24.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.29% | 35.96%-16.7pp | 32.76%-13.5pp | 345.43%-326.1pp |
| Employer contribution / active EE | $8,333 | $3,219+158.9% | $2,719+206.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |