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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,792 | $183,592-57.6% | $155,574-50.0% | $145,877-46.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $11,707 | $5,317+120.2% | $4,676+150.4% | $4,663+151.1% |
| Participant deferral / active EE | $10,825 | $6,466+67.4% | $5,629+92.3% | $6,691+61.8% |
| Admin fee / account holder | $294 | $19,316-98.5% | $15,914-98.2% | $13,402-97.8% |