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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,949 | $115,814+6.2% | $101,275+21.4% | $158,982-22.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.79% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,489 | $4,176-40.4% | $3,660-32.0% | $4,763-47.7% |
| Participant deferral / active EE | $6,233 | $4,958+25.7% | $4,371+42.6% | $5,983+4.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |