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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,738 | $176,077-43.4% | $159,455-37.5% | $167,518-40.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.52% | 331.83%-313.3pp | 263.63%-245.1pp | 478.71%-460.2pp |
| Employer contribution / active EE | $5,988 | $5,298+13.0% | $4,830+24.0% | $4,838+23.8% |
| Participant deferral / active EE | $10,437 | $7,751+34.7% | $7,353+41.9% | $6,342+64.6% |
| Admin fee / account holder | $74 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |