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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,061 | $102,638-6.4% | $81,982+17.2% | $158,982-39.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.45% | 61.05%-42.6pp | 41.31%-22.9pp | 302.99%-284.5pp |
| Employer contribution / active EE | $17,163 | $3,241+429.6% | $2,498+587.0% | $4,763+260.4% |
| Participant deferral / active EE | $14,631 | $4,649+214.7% | $3,722+293.1% | $5,983+144.5% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |