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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,265 | $183,592-32.3% | $155,574-20.1% | $145,877-14.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,567 | $5,317-51.7% | $4,676-45.1% | $4,663-45.0% |
| Participant deferral / active EE | $12,002 | $6,466+85.6% | $5,629+113.2% | $6,691+79.4% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |