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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,184 | $77,449+95.2% | $69,483+117.6% | $152,909-1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.11% | 39.09%-13.0pp | 28.99%-2.9pp | 345.46%-319.4pp |
| Employer contribution / active EE | $18,718 | $3,316+464.5% | $2,780+573.4% | $4,764+292.9% |
| Participant deferral / active EE | $6,636 | $4,415+50.3% | $3,537+87.6% | $5,851+13.4% |
| Admin fee / account holder | $170 | $6,210-97.3% | $3,841-95.6% | $11,601-98.5% |