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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,781 | $108,897-19.4% | $100,378-12.5% | $145,877-39.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 58.17%-42.5pp | 49.41%-33.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,389 | $4,420-46.0% | $3,942-39.4% | $4,663-48.8% |
| Participant deferral / active EE | $2,652 | $8,455-68.6% | $8,087-67.2% | $6,691-60.4% |
| Admin fee / account holder | $255 | $9,690-97.4% | $7,899-96.8% | $13,402-98.1% |