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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,492 | $185,883-67.5% | $170,043-64.4% | $139,466-56.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 60.54%-46.8pp | 53.40%-39.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $16,667 | $7,596+119.4% | $6,790+145.5% | $4,754+250.6% |
| Participant deferral / active EE | $20,500 | $11,626+76.3% | $10,410+96.9% | $6,712+205.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |