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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,298 | $183,592-22.5% | $155,567-8.5% | $145,959-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 61.24%-33.4pp | 64.74%-36.9pp | 561.95%-534.1pp |
| Employer contribution / active EE | $3,238 | $5,315-39.1% | $4,674-30.7% | $4,661-30.5% |
| Participant deferral / active EE | $8,039 | $6,464+24.4% | $5,628+42.8% | $6,689+20.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |