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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,440 | $115,796+29.1% | $101,264+47.6% | $158,950-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.78% | 56.15%-36.4pp | 46.48%-26.7pp | 302.91%-283.1pp |
| Employer contribution / active EE | $2,072 | $4,175-50.4% | $3,660-43.4% | $4,762-56.5% |
| Participant deferral / active EE | $4,996 | $4,958+0.8% | $4,370+14.3% | $5,983-16.5% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |