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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,415 | $117,829+86.2% | $102,423+114.2% | $145,877+50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.83%-31.8pp | 29.42%-29.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $5,072 | $3,615+40.3% | $3,023+67.8% | $4,663+8.8% |
| Participant deferral / active EE | $4,414 | $5,732-23.0% | $5,054-12.7% | $6,691-34.0% |
| Admin fee / account holder | $11 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |