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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,328 | $108,912+47.2% | $100,383+59.7% | $145,959+9.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 57.96%-46.0pp | 49.26%-37.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $9,310 | $4,423+110.5% | $3,944+136.1% | $4,661+99.7% |
| Participant deferral / active EE | $15,565 | $8,451+84.2% | $8,086+92.5% | $6,689+132.7% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |