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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,875 | $110,039-19.2% | $97,260-8.6% | $145,884-39.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.18% | 244.44%-224.3pp | 75.54%-55.4pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,140 | $3,074+2.1% | $2,721+15.4% | $4,662-32.6% |
| Participant deferral / active EE | $13,629 | $4,674+191.6% | $4,262+219.8% | $6,690+103.7% |
| Admin fee / account holder | $106 | $6,204-98.3% | $5,640-98.1% | $13,392-99.2% |