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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,179 | $67,823-8.3% | $52,425+18.6% | $137,256-54.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.32% | 219.11%-195.8pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,180 | $1,163+173.4% | $914+247.8% | $4,156-23.5% |
| Participant deferral / active EE | $7,850 | $2,288+243.1% | $1,790+338.4% | $6,407+22.5% |
| Admin fee / account holder | $160 | $2,844-94.4% | $2,495-93.6% | $12,270-98.7% |