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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,414 | $152,612-23.7% | $125,192-7.0% | $152,897-23.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.93% | 54.85%-35.9pp | 43.79%-24.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $17,714 | $4,947+258.1% | $3,866+358.2% | $4,764+271.9% |
| Participant deferral / active EE | $12,259 | $5,868+108.9% | $4,937+148.3% | $5,851+109.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |