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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,925 | $107,368+12.6% | $92,915+30.1% | $152,909-20.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.11% | 145.64%-121.5pp | 109.45%-85.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $2,914 | $4,222-31.0% | $3,653-20.2% | $4,764-38.8% |
| Participant deferral / active EE | $11,171 | $4,848+130.4% | $4,238+163.6% | $5,851+90.9% |
| Admin fee / account holder | $125 | $7,082-98.2% | $5,796-97.8% | $11,601-98.9% |