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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,635 | $108,911+55.8% | $100,392+69.0% | $145,884+16.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.37% | 58.23%-39.9pp | 49.45%-31.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $46,000 | $4,420+940.8% | $3,941+1067.1% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $8,459+171.9% | $8,090+184.3% | $6,690+243.8% |
| Admin fee / account holder | $273 | $9,698-97.2% | $7,904-96.6% | $13,392-98.0% |