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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,889 | $166,089-28.4% | $164,928-27.9% | $145,978-18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.18% | 100.26%-85.1pp | 70.08%-54.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,424 | $5,276-54.1% | $4,343-44.2% | $4,662-48.0% |
| Participant deferral / active EE | $5,145 | $6,961-26.1% | $6,034-14.7% | $6,690-23.1% |
| Admin fee / account holder | $238 | $16,641-98.6% | $12,684-98.1% | $13,400-98.2% |