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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,969 | $103,000+54.3% | $90,300+76.0% | $152,885+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.16% | 95.19%-67.0pp | 78.11%-49.9pp | 345.39%-317.2pp |
| Employer contribution / active EE | $5,967 | $3,138+90.1% | $2,854+109.0% | $4,763+25.3% |
| Participant deferral / active EE | $6,551 | $4,281+53.0% | $3,884+68.7% | $5,851+12.0% |
| Admin fee / account holder | $13 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |