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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,863 | $117,829+91.7% | $102,423+120.5% | $145,877+54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $26,430 | $3,615+631.2% | $3,023+774.3% | $4,663+466.8% |
| Participant deferral / active EE | $12,150 | $5,732+112.0% | $5,054+140.4% | $6,691+81.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |