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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,801 | $183,592-30.4% | $155,567-17.8% | $145,959-12.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.07% | 61.24%-33.2pp | 64.74%-36.7pp | 561.95%-533.9pp |
| Employer contribution / active EE | $2,040 | $5,315-61.6% | $4,674-56.3% | $4,661-56.2% |
| Participant deferral / active EE | $12,515 | $6,464+93.6% | $5,628+122.4% | $6,689+87.1% |
| Admin fee / account holder | $133 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |