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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,063 | $100,073+80.9% | $85,126+112.7% | $145,877+24.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.71% | 84.11%-60.4pp | 66.63%-42.9pp | 551.28%-527.6pp |
| Employer contribution / active EE | $1,839 | $3,236-43.2% | $2,731-32.7% | $4,663-60.6% |
| Participant deferral / active EE | $15,433 | $5,294+191.5% | $4,523+241.2% | $6,691+130.7% |
| Admin fee / account holder | $18 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |