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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,414 | $108,882-3.2% | $96,754+9.0% | $154,746-31.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.54% | 98.39%-79.8pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $5,572 | $3,018+84.6% | $2,679+108.0% | $4,379+27.3% |
| Participant deferral / active EE | $18,091 | $5,323+239.9% | $4,758+280.2% | $6,730+168.8% |
| Admin fee / account holder | $214 | $10,200-97.9% | $8,905-97.6% | $14,365-98.5% |