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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,110 | $172,111-54.6% | $150,298-48.0% | $137,256-43.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $8,604 | $4,636+85.6% | $4,154+107.1% | $4,156+107.0% |
| Participant deferral / active EE | $15,600 | $6,166+153.0% | $5,453+186.1% | $6,407+143.5% |
| Admin fee / account holder | $245 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |