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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,374 | $99,053+143.7% | $88,179+173.7% | $138,895+73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.32% | 78.17%-56.8pp | 64.97%-43.6pp | 145.39%-124.1pp |
| Employer contribution / active EE | $16,078 | $2,882+457.9% | $2,549+530.7% | $4,194+283.3% |
| Participant deferral / active EE | $13,108 | $5,225+150.8% | $4,614+184.1% | $6,396+104.9% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |