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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,982 | $61,125+91.4% | $94,057+24.4% | $87,485+33.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.10% | 35.20%-21.1pp | 480.62%-466.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,349 | $2,136+10.0% | $2,933-19.9% | $2,596-9.5% |
| Participant deferral / active EE | $7,674 | $3,260+135.4% | $4,709+62.9% | $4,274+79.6% |
| Admin fee / account holder | $1 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |