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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,889 | $154,209-41.7% | $130,062-30.9% | $139,487-35.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.26% | 32.52%-6.3pp | -137.37%+163.6pp | 373.84%-347.6pp |
| Employer contribution / active EE | $5,378 | $5,292+1.6% | $4,322+24.4% | $4,755+13.1% |
| Participant deferral / active EE | $12,368 | $6,709+84.3% | $5,821+112.5% | $6,713+84.2% |
| Admin fee / account holder | $112 | $13,988-99.2% | $10,601-98.9% | $11,407-99.0% |