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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,275 | $111,535-25.3% | $105,223-20.9% | $137,256-39.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 11.67% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $10,647 | $3,939+170.3% | $3,689+188.7% | $4,156+156.2% |
| Participant deferral / active EE | $6,109 | $5,500+11.1% | $5,072+20.5% | $6,407-4.6% |
| Admin fee / account holder | $252 | $9,721-97.4% | $8,859-97.2% | $12,270-97.9% |