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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,946 | $115,810+47.6% | $101,271+68.8% | $158,966+7.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.86% | 56.15%-36.3pp | 46.48%-26.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,046 | $4,175-51.0% | $3,660-44.1% | $4,762-57.0% |
| Participant deferral / active EE | $14,354 | $4,958+189.5% | $4,371+228.4% | $5,983+139.9% |
| Admin fee / account holder | $212 | $7,248-97.1% | $5,948-96.4% | $11,250-98.1% |