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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,947 | $115,814-20.6% | $101,275-9.2% | $158,982-42.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.23% | 56.16%-40.9pp | 46.48%-31.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $5,317 | $4,176+27.3% | $3,660+45.3% | $4,763+11.6% |
| Participant deferral / active EE | $7,540 | $4,958+52.1% | $4,371+72.5% | $5,983+26.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |