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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,967 | $183,627-29.8% | $155,602-17.1% | $145,978-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $10,439 | $5,316+96.4% | $4,675+123.3% | $4,662+123.9% |
| Participant deferral / active EE | $8,450 | $6,466+30.7% | $5,629+50.1% | $6,690+26.3% |
| Admin fee / account holder | $88 | $19,327-99.5% | $15,923-99.5% | $13,400-99.3% |