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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,368 | $185,905-51.4% | $170,057-46.9% | $139,487-35.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.93% | 60.56%-32.6pp | 53.42%-25.5pp | 373.84%-345.9pp |
| Employer contribution / active EE | $11,358 | $7,597+49.5% | $6,790+67.3% | $4,755+138.9% |
| Participant deferral / active EE | $7,706 | $11,627-33.7% | $10,411-26.0% | $6,713+14.8% |
| Admin fee / account holder | $228 | $15,397-98.5% | $12,826-98.2% | $11,407-98.0% |