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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,611 | $201,259-54.5% | $184,200-50.3% | $145,959-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $16,390 | $7,018+133.5% | $6,424+155.1% | $4,661+251.7% |
| Participant deferral / active EE | $11,728 | $9,806+19.6% | $9,132+28.4% | $6,689+75.3% |
| Admin fee / account holder | $287 | $16,372-98.2% | $13,907-97.9% | $13,398-97.9% |