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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,887 | $117,444+37.8% | $99,479+62.7% | $152,909+5.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $7,165 | $3,014+137.7% | $2,540+182.1% | $4,764+50.4% |
| Participant deferral / active EE | $23,987 | $4,086+487.0% | $3,619+562.8% | $5,851+309.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |