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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,617 | $166,268+10.4% | $165,100+11.2% | $145,897+25.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.60% | 100.52%-84.9pp | 70.21%-54.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,320 | $5,284-56.1% | $4,348-46.6% | $4,663-50.2% |
| Participant deferral / active EE | $4,641 | $6,964-33.4% | $6,035-23.1% | $6,689-30.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |