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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,763 | $100,139+86.5% | $85,187+119.2% | $145,884+28.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,772 | $3,238-45.3% | $2,732-35.2% | $4,662-62.0% |
| Participant deferral / active EE | $8,842 | $5,296+67.0% | $4,525+95.4% | $6,690+32.2% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |