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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,925 | $97,125+75.0% | $86,233+97.1% | $137,256+23.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 66.88% | 74.19%-7.3pp | 61.39%+5.5pp | 220.34%-153.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |