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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,509 | $172,111-38.7% | $150,298-29.8% | $137,256-23.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,689 | $4,636+1.1% | $4,154+12.9% | $4,156+12.8% |
| Participant deferral / active EE | $10,764 | $6,166+74.6% | $5,453+97.4% | $6,407+68.0% |
| Admin fee / account holder | $221 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |