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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,309 | $175,231-21.1% | $149,696-7.6% | $139,466-0.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.78% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,870 | $5,478-11.1% | $4,821+1.0% | $4,754+2.4% |
| Participant deferral / active EE | $16,075 | $6,521+146.5% | $5,682+182.9% | $6,712+139.5% |
| Admin fee / account holder | $212 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |