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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,712 | $72,071+141.0% | $68,368+154.1% | $137,256+26.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.88% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,436 | $2,788+59.1% | $2,649+67.4% | $4,156+6.7% |
| Participant deferral / active EE | $7,200 | $4,410+63.3% | $4,123+74.6% | $6,407+12.4% |
| Admin fee / account holder | $84 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |