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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,587 | $157,304-45.6% | $141,197-39.4% | $152,909-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.31% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $4,260 | $5,263-19.0% | $4,736-10.0% | $4,764-10.6% |
| Participant deferral / active EE | $11,105 | $7,111+56.2% | $6,710+65.5% | $5,851+89.8% |
| Admin fee / account holder | $215 | $12,126-98.2% | $10,265-97.9% | $11,601-98.1% |