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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,575 | $154,209+28.1% | $130,062+51.9% | $139,487+41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.64% | 32.52%-10.9pp | -137.37%+159.0pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,355 | $5,292-74.4% | $4,322-68.6% | $4,755-71.5% |
| Participant deferral / active EE | $18,625 | $6,709+177.6% | $5,821+220.0% | $6,713+177.5% |
| Admin fee / account holder | $51 | $13,988-99.6% | $10,601-99.5% | $11,407-99.6% |