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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,401 | $114,013+46.8% | $103,693+61.4% | $155,188+7.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.87% | 49.31%-37.4pp | 47.61%-35.7pp | 148.84%-137.0pp |
| Employer contribution / active EE | $450 | $3,131-85.6% | $2,920-84.6% | $4,248-89.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |