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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,854 | $89,054+9.9% | $102,457-4.5% | $77,692+26.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 106.33% | 25.02%+81.3pp | 29.41%+76.9pp | 31.25%+75.1pp |
| Employer contribution / active EE | $8,711 | $2,698+222.9% | $3,022+188.3% | $2,726+219.5% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |