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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,802 | $148,629+47.2% | $135,982+60.9% | $139,487+56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.60% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $13,500 | $5,247+157.3% | $4,859+177.8% | $4,755+183.9% |
| Participant deferral / active EE | $20,312 | $8,102+150.7% | $7,760+161.8% | $6,713+202.6% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |