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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,462 | $78,562+151.3% | $105,608+87.0% | $74,429+165.3% |
| Participation rate | 96.0% | 72.8%+23.2pp | 75.3%+20.7pp | 67.2%+28.8pp |
| Annual return | 15.78% | 15.94%-0.2pp | 116.50%-100.7pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $4,855 | $2,521+92.6% | $3,167+53.3% | $2,625+85.0% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |