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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,815 | $108,922-30.4% | $100,398-24.5% | $145,978-48.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 58.04%-45.2pp | 49.32%-36.5pp | 550.52%-537.7pp |
| Employer contribution / active EE | $7,386 | $4,426+66.9% | $3,946+87.2% | $4,662+58.4% |
| Participant deferral / active EE | $16,319 | $8,450+93.1% | $8,084+101.9% | $6,690+143.9% |
| Admin fee / account holder | $63 | $9,680-99.4% | $7,893-99.2% | $13,400-99.5% |