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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,434 | $197,637-44.6% | $177,848-38.5% | $158,982-31.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.44% | 58.77%-47.3pp | 48.33%-36.9pp | 302.99%-291.5pp |
| Employer contribution / active EE | $5,400 | $6,698-19.4% | $5,919-8.8% | $4,763+13.4% |
| Participant deferral / active EE | $8,438 | $8,405+0.4% | $7,714+9.4% | $5,983+41.0% |
| Admin fee / account holder | $7 | $15,406-100.0% | $12,431-99.9% | $11,252-99.9% |