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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,354 | $172,111-42.3% | $150,298-33.9% | $137,256-27.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.48% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,842 | $4,636+4.4% | $4,154+16.6% | $4,156+16.5% |
| Participant deferral / active EE | $15,877 | $6,166+157.5% | $5,453+191.2% | $6,407+147.8% |
| Admin fee / account holder | $218 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |