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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,684 | $125,184-24.4% | $105,607-10.3% | $145,884-35.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 225.00%-214.6pp | 116.11%-105.7pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,752 | $3,720+0.9% | $3,167+18.5% | $4,662-19.5% |
| Participant deferral / active EE | $12,200 | $5,714+113.5% | $5,011+143.5% | $6,690+82.4% |
| Admin fee / account holder | $277 | $17,133-98.4% | $10,958-97.5% | $13,392-97.9% |