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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,613 | $77,419+95.8% | $69,461+118.3% | $152,885-0.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.53% | 39.07%-33.5pp | 28.97%-23.4pp | 345.39%-339.9pp |
| Employer contribution / active EE | $2,052 | $3,315-38.1% | $2,779-26.2% | $4,763-56.9% |
| Participant deferral / active EE | $14,598 | $4,414+230.7% | $3,536+312.8% | $5,851+149.5% |
| Admin fee / account holder | $6 | $6,207-99.9% | $3,840-99.8% | $11,598-99.9% |