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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,750 | $108,882+119.3% | $96,754+146.8% | $154,746+54.3% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 17.59% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $17,163 | $3,018+468.6% | $2,679+540.6% | $4,379+291.9% |
| Participant deferral / active EE | $17,091 | $5,323+221.1% | $4,758+259.2% | $6,730+153.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |