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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,402 | $162,136-38.7% | $152,301-34.7% | $154,746-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.94% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $21,751 | $4,890+344.8% | $4,624+370.3% | $4,379+396.7% |
| Participant deferral / active EE | $23,726 | $8,341+184.5% | $8,004+196.4% | $6,730+252.5% |
| Admin fee / account holder | $89 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |