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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,966 | $77,157+46.4% | $108,405+4.2% | $85,847+31.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.02% | 44.55%-30.5pp | 905.55%-891.5pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,629 | $2,379+10.5% | $3,559-26.1% | $2,565+2.5% |
| Participant deferral / active EE | $6,636 | $5,567+19.2% | $6,563+1.1% | $3,952+67.9% |
| Admin fee / account holder | $6 | $5,174-99.9% | $7,297-99.9% | $6,261-99.9% |