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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,067 | $154,159-33.1% | $130,026-20.7% | $139,456-26.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 32.50%-21.6pp | -137.26%+148.2pp | 373.45%-362.6pp |
| Employer contribution / active EE | $5,490 | $5,292+3.8% | $4,321+27.1% | $4,753+15.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |