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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,092 | $162,821-21.9% | $133,978-5.1% | $158,982-20.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.94% | 41.95%-27.0pp | 45.10%-30.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $10,906 | $4,976+119.2% | $3,919+178.3% | $4,763+129.0% |
| Participant deferral / active EE | $7,460 | $5,910+26.2% | $5,047+47.8% | $5,983+24.7% |
| Admin fee / account holder | $174 | $11,742-98.5% | $8,930-98.0% | $11,252-98.5% |