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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,218 | $152,592+10.2% | $125,180+34.4% | $152,885+10.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.35% | 54.84%-30.5pp | 43.79%-19.4pp | 345.39%-321.0pp |
| Employer contribution / active EE | $9,398 | $4,947+90.0% | $3,866+143.1% | $4,763+97.3% |
| Participant deferral / active EE | $6,326 | $5,868+7.8% | $4,937+28.1% | $5,851+8.1% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |