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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,639 | $103,392-3.6% | $87,104+14.4% | $152,897-34.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.36% | 28.10%+0.3pp | 28.19%+0.2pp | 345.43%-317.1pp |
| Employer contribution / active EE | $19,500 | $3,221+505.4% | $2,521+673.4% | $4,764+309.4% |
| Participant deferral / active EE | $19,256 | $4,778+303.0% | $4,048+375.6% | $5,851+229.1% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |