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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,595 | $100,073+50.5% | $85,126+76.9% | $145,877+3.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.51% | 84.11%-73.6pp | 66.63%-56.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $34,155 | $3,236+955.4% | $2,731+1150.5% | $4,663+632.5% |
| Participant deferral / active EE | $15,333 | $5,294+189.6% | $4,523+239.0% | $6,691+129.2% |
| Admin fee / account holder | $125 | $7,261-98.3% | $6,160-98.0% | $13,402-99.1% |