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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,402 | $155,555-38.7% | $146,866-35.0% | $155,188-38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.70% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,250 | $4,647-51.6% | $4,425-49.1% | $4,248-47.0% |
| Participant deferral / active EE | $23,175 | $8,044+188.1% | $7,759+198.7% | $6,531+254.8% |
| Admin fee / account holder | $190 | $14,755-98.7% | $13,620-98.6% | $14,480-98.7% |