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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,868 | $166,020+33.6% | $164,866+34.6% | $145,959+52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.17% | 100.08%-90.9pp | 69.97%-60.8pp | 561.95%-552.8pp |
| Employer contribution / active EE | $46,000 | $5,275+772.1% | $4,343+959.3% | $4,661+887.0% |
| Participant deferral / active EE | $26,750 | $6,961+284.3% | $6,033+343.4% | $6,689+299.9% |
| Admin fee / account holder | $273 | $16,644-98.4% | $12,689-97.8% | $13,398-98.0% |