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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,203 | $102,638-20.9% | $81,982-1.0% | $158,982-48.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 28.45% | 61.05%-32.6pp | 41.31%-12.9pp | 302.99%-274.5pp |
| Employer contribution / active EE | $13,465 | $3,241+315.5% | $2,498+439.0% | $4,763+182.7% |
| Participant deferral / active EE | $8,567 | $4,649+84.3% | $3,722+130.1% | $5,983+43.2% |
| Admin fee / account holder | $18 | $8,237-99.8% | $5,665-99.7% | $11,252-99.8% |