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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,756 | $114,119-30.1% | $107,187-25.6% | $138,895-42.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.66% | 273.21%-250.5pp | 204.55%-181.9pp | 145.39%-122.7pp |
| Employer contribution / active EE | $11,081 | $4,059+173.0% | $3,782+193.0% | $4,194+164.2% |
| Participant deferral / active EE | $9,673 | $5,538+74.7% | $5,096+89.8% | $6,396+51.2% |
| Admin fee / account holder | $175 | $10,024-98.3% | $9,162-98.1% | $12,562-98.6% |