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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,364 | $162,821-63.5% | $133,978-55.7% | $158,982-62.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.39% | 41.95%-21.6pp | 45.10%-24.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $11,025 | $4,976+121.5% | $3,919+181.3% | $4,763+131.5% |
| Participant deferral / active EE | $8,763 | $5,910+48.3% | $5,047+73.6% | $5,983+46.4% |
| Admin fee / account holder | $125 | $11,742-98.9% | $8,930-98.6% | $11,252-98.9% |