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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,745 | $111,785+3.5% | $93,669+23.6% | $145,877-20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,877 | $3,096-39.4% | $2,424-22.6% | $4,663-59.8% |
| Participant deferral / active EE | $4,676 | $4,919-4.9% | $4,416+5.9% | $6,691-30.1% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |