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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,863 | $99,652+118.6% | $78,778+176.6% | $147,586+47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.49% | 47.28%-37.8pp | 35.62%-26.1pp | 578.59%-569.1pp |
| Employer contribution / active EE | $14,195 | $2,796+407.8% | $1,986+614.9% | $4,876+191.1% |
| Participant deferral / active EE | $15,231 | $3,664+315.7% | $2,958+414.9% | $5,439+180.0% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-99.9% | $10,886-100.0% |