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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,881 | $160,040-43.8% | $147,096-38.9% | $145,877-38.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.47% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,326 | $5,289+0.7% | $4,936+7.9% | $4,663+14.2% |
| Participant deferral / active EE | $3,755 | $8,429-55.4% | $8,071-53.5% | $6,691-43.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |