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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,745 | $111,878+3.5% | $93,727+23.5% | $145,897-20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 204.28%-191.0pp | 133.83%-120.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,877 | $3,092-39.3% | $2,421-22.5% | $4,663-59.8% |
| Participant deferral / active EE | $4,676 | $4,920-5.0% | $4,417+5.9% | $6,689-30.1% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,292-99.7% | $13,390-99.8% |