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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,143 | $115,814+60.7% | $101,275+83.8% | $158,982+17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.03% | 56.16%-37.1pp | 46.48%-27.4pp | 302.99%-284.0pp |
| Employer contribution / active EE | $7,485 | $4,176+79.2% | $3,660+104.5% | $4,763+57.2% |
| Participant deferral / active EE | $7,966 | $4,958+60.7% | $4,371+82.3% | $5,983+33.1% |
| Admin fee / account holder | $199 | $7,249-97.3% | $5,948-96.7% | $11,252-98.2% |