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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,935 | $154,228-30.0% | $145,433-25.8% | $137,256-21.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,400 | $4,804-50.0% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,200 | $8,216-36.7% | $7,897-34.2% | $6,407-18.8% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |