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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,629 | $103,008+25.8% | $90,304+43.5% | $152,897-15.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.17% | 95.22%-70.0pp | 78.13%-53.0pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,927 | $3,139-38.6% | $2,855-32.5% | $4,764-59.5% |
| Participant deferral / active EE | $4,517 | $4,281+5.5% | $3,885+16.3% | $5,851-22.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |