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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,294 | $183,592-18.1% | $155,567-3.4% | $145,959+3.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,450 | $5,315-53.9% | $4,674-47.6% | $4,661-47.4% |
| Participant deferral / active EE | $4,316 | $6,464-33.2% | $5,628-23.3% | $6,689-35.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |