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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,078 | $104,336+58.2% | $159,474+3.5% | $86,821+90.1% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.8%+6.0pp | 72.3%+16.5pp |
| Annual return | 17.50% | 26.32%-8.8pp | 263.68%-246.2pp | 97.94%-80.4pp |
| Employer contribution / active EE | $3,536 | $3,451+2.4% | $4,831-26.8% | $2,406+46.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $7 | $172-96.0% | $10,802-99.9% | $170-95.9% |