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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,656 | $201,259+5.7% | $184,200+15.4% | $145,959+45.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 28.98%-29.0pp | 28.80%-28.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $43,500 | $7,018+519.8% | $6,424+577.2% | $4,661+833.3% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,689+243.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |