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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,828 | $162,812-23.3% | $133,971-6.8% | $158,966-21.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.37% | 41.94%-24.6pp | 45.09%-27.7pp | 302.95%-285.6pp |
| Employer contribution / active EE | $10,889 | $4,976+118.8% | $3,919+177.9% | $4,762+128.6% |
| Participant deferral / active EE | $2,900 | $5,910-50.9% | $5,047-42.5% | $5,983-51.5% |
| Admin fee / account holder | $17 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |