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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,987 | $148,623-34.1% | $135,974-27.9% | $139,466-29.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.18% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $8,368 | $5,246+59.5% | $4,859+72.2% | $4,754+76.0% |
| Participant deferral / active EE | $7,335 | $8,103-9.5% | $7,760-5.5% | $6,712+9.3% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |