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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,468 | $152,591+15.6% | $117,529+50.1% | $134,545+31.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1.11% | 53.04%-51.9pp | 29.77%-28.7pp | 418.37%-417.3pp |
| Employer contribution / active EE | $10,050 | $5,576+80.2% | $4,179+140.5% | $4,742+112.0% |
| Participant deferral / active EE | $10,250 | $4,821+112.6% | $4,072+151.7% | $6,401+60.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |