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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,066 | $183,592-52.6% | $155,574-44.0% | $145,877-40.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.10% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $7,625 | $5,317+43.4% | $4,676+63.1% | $4,663+63.5% |
| Participant deferral / active EE | $9,152 | $6,466+41.5% | $5,629+62.6% | $6,691+36.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |