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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $48,314+102.3% | $67,561+44.7% | $80,925+20.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.37% | 18.28%-6.9pp | 3525.44%-3514.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $7,159 | $2,022+254.1% | $2,735+161.8% | $2,756+159.7% |
| Participant deferral / active EE | $4,580 | $2,927+56.5% | $4,003+14.4% | $4,299+6.6% |
| Admin fee / account holder | $165 | $3,690-95.5% | $4,006-95.9% | $6,940-97.6% |