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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,000 | $157,304-23.7% | $141,197-15.0% | $152,909-21.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.61% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $1,944 | $5,263-63.1% | $4,736-59.0% | $4,764-59.2% |
| Participant deferral / active EE | $12,773 | $7,111+79.6% | $6,710+90.3% | $5,851+118.3% |
| Admin fee / account holder | $284 | $12,126-97.7% | $10,265-97.2% | $11,601-97.6% |