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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,090 | $100,203+28.8% | $85,240+51.4% | $145,897-11.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 84.28%-68.8pp | 66.75%-51.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $5,299+277.5% | $4,527+341.8% | $6,689+199.0% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |