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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,948 | $209,425-38.0% | $178,499-27.2% | $158,966-18.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.94% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,172 | $5,707-79.5% | $5,011-76.6% | $4,762-75.4% |
| Participant deferral / active EE | $3,650 | $5,955-38.7% | $5,202-29.8% | $5,983-39.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |