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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,507 | $154,193-23.8% | $130,045-9.6% | $139,466-15.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 17.89% | 32.51%-14.6pp | -137.30%+155.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $10,572 | $5,292+99.8% | $4,321+144.6% | $4,754+122.4% |
| Participant deferral / active EE | $9,802 | $6,709+46.1% | $5,820+68.4% | $6,712+46.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |