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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,849 | $58,258+224.2% | $81,820+130.8% | $80,925+133.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.12% | 41.76%-26.6pp | 777.93%-762.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $6,924 | $2,345+195.2% | $2,915+137.5% | $2,756+151.2% |
| Participant deferral / active EE | $8,055 | $3,284+145.3% | $4,323+86.3% | $4,299+87.4% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |