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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,011 | $142,426-13.6% | $115,167+6.8% | $152,909-19.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 29.95% | 41.48%-11.5pp | 35.60%-5.7pp | 345.46%-315.5pp |
| Employer contribution / active EE | $10,646 | $4,011+165.4% | $3,179+234.9% | $4,764+123.5% |
| Participant deferral / active EE | $2,609 | $5,165-49.5% | $4,169-37.4% | $5,851-55.4% |
| Admin fee / account holder | $53 | $8,464-99.4% | $7,089-99.2% | $11,601-99.5% |