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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,306 | $150,346-18.0% | $120,524+2.3% | $145,877-15.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.15% | 154.40%-143.3pp | 107.36%-96.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,712 | $4,353+54.2% | $3,469+93.5% | $4,663+44.0% |
| Participant deferral / active EE | $22,970 | $6,172+272.1% | $4,994+360.0% | $6,691+243.3% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |