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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,416 | $100,139-20.7% | $85,187-6.8% | $145,884-45.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.92% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,600 | $3,238+11.2% | $2,732+31.8% | $4,662-22.8% |
| Participant deferral / active EE | $25,250 | $5,296+376.8% | $4,525+458.0% | $6,690+277.5% |
| Admin fee / account holder | $178 | $7,262-97.6% | $6,162-97.1% | $13,392-98.7% |