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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,632 | $107,363+30.1% | $92,909+50.3% | $152,897-8.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.68% | 145.63%-127.0pp | 109.44%-90.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,361 | $4,222-44.1% | $3,653-35.4% | $4,764-50.4% |
| Participant deferral / active EE | $3,812 | $4,848-21.4% | $4,238-10.1% | $5,851-34.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |