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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,765 | $135,956+42.5% | $123,894+56.4% | $273,972-29.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,432 | $5,170-14.3% | $4,617-4.0% | $4,869-9.0% |
| Participant deferral / active EE | $13,195 | $6,343+108.0% | $5,984+120.5% | $5,287+149.6% |
| Admin fee / account holder | $113 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |