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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,416 | $77,816+58.6% | $123,552-0.1% | $64,173+92.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.89% | 12.49%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $13,423 | $3,014+345.4% | $4,628+190.0% | $2,381+463.8% |
| Participant deferral / active EE | $14,490 | $5,240+176.5% | $6,426+125.5% | $3,470+317.6% |
| Admin fee / account holder | $87 | $5,519-98.4% | $9,285-99.1% | $4,887-98.2% |