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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,118 | $97,125-17.5% | $86,233-7.1% | $137,256-41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.23% | 74.19%-48.0pp | 61.39%-35.2pp | 220.34%-194.1pp |
| Employer contribution / active EE | $7,505 | $2,841+164.1% | $2,504+199.7% | $4,156+80.6% |
| Participant deferral / active EE | $6,501 | $5,180+25.5% | $4,559+42.6% | $6,407+1.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |