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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,162 | $79,223+22.6% | $102,460-5.2% | $74,478+30.5% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.90% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,325 | $2,363-43.9% | $3,025-56.2% | $2,626-49.6% |
| Participant deferral / active EE | $4,302 | $4,417-2.6% | $5,056-14.9% | $4,350-1.1% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |