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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,968 | $160,040-50.0% | $147,096-45.6% | $145,877-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.14% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $6,574 | $5,289+24.3% | $4,936+33.2% | $4,663+41.0% |
| Participant deferral / active EE | $7,226 | $8,429-14.3% | $8,071-10.5% | $6,691+8.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |