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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,455 | $157,304-42.5% | $141,197-35.9% | $152,909-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $15,381 | $5,263+192.3% | $4,736+224.7% | $4,764+222.9% |
| Participant deferral / active EE | $9,807 | $7,111+37.9% | $6,710+46.1% | $5,851+67.6% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |