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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,486 | $72,071+2.0% | $68,368+7.5% | $137,256-46.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.67% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,301 | $2,788+18.4% | $2,649+24.6% | $4,156-20.6% |
| Participant deferral / active EE | $7,648 | $4,410+73.4% | $4,123+85.5% | $6,407+19.4% |
| Admin fee / account holder | $11 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |