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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,122 | $95,979+82.5% | $74,551+134.9% | $135,380+29.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.15% | 56.97%-49.8pp | 32.53%-25.4pp | 519.81%-512.7pp |
| Employer contribution / active EE | $6,852 | $2,716+152.3% | $1,961+249.4% | $4,779+43.4% |
| Participant deferral / active EE | $12,736 | $3,844+231.3% | $3,108+309.7% | $5,609+127.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |