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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,157 | $106,267+85.5% | $96,520+104.3% | $139,456+41.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.28% | 38.45%-26.2pp | 35.72%-23.4pp | 373.45%-361.2pp |
| Employer contribution / active EE | $27,000 | $4,105+557.8% | $3,739+622.2% | $4,753+468.1% |
| Participant deferral / active EE | $18,250 | $5,454+234.6% | $4,879+274.1% | $6,711+171.9% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |