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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,063 | $100,139+80.8% | $85,187+112.5% | $145,884+24.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.71% | 84.15%-60.4pp | 66.67%-43.0pp | 551.85%-528.1pp |
| Employer contribution / active EE | $1,839 | $3,238-43.2% | $2,732-32.7% | $4,662-60.6% |
| Participant deferral / active EE | $15,433 | $5,296+191.4% | $4,525+241.1% | $6,690+130.7% |
| Admin fee / account holder | $18 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |