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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,854 | $89,093+9.8% | $102,434-4.5% | $77,736+25.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 106.33% | 25.03%+81.3pp | 29.46%+76.9pp | 31.26%+75.1pp |
| Employer contribution / active EE | $8,711 | $2,699+222.7% | $3,023+188.2% | $2,728+219.4% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |