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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,309 | $183,592-20.9% | $155,574-6.6% | $145,877-0.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,759 | $5,317-48.1% | $4,676-41.0% | $4,663-40.8% |
| Participant deferral / active EE | $8,839 | $6,466+36.7% | $5,629+57.0% | $6,691+32.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |