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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,940 | $217,432-35.2% | $185,849-24.2% | $167,536-15.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.20% | 148.42%-139.2pp | 122.10%-112.9pp | 478.82%-469.6pp |
| Employer contribution / active EE | $4,700 | $5,875-20.0% | $5,169-9.1% | $4,839-2.9% |
| Participant deferral / active EE | $13,650 | $6,357+114.7% | $5,569+145.1% | $6,342+115.2% |
| Admin fee / account holder | $255 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |