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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,314 | $154,145+48.1% | $130,014+75.6% | $139,427+63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.04% | 32.49%-8.5pp | -137.22%+161.3pp | 373.27%-349.2pp |
| Employer contribution / active EE | $37,965 | $5,290+617.6% | $4,320+778.7% | $4,752+699.0% |
| Participant deferral / active EE | $31,163 | $6,711+364.4% | $5,821+435.4% | $6,711+364.4% |
| Admin fee / account holder | $62 | $14,009-99.6% | $10,616-99.4% | $11,404-99.5% |