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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,991 | $157,296-49.8% | $141,191-44.1% | $152,897-48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.23% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $6,704 | $5,262+27.4% | $4,736+41.6% | $4,764+40.7% |
| Participant deferral / active EE | $4,488 | $7,111-36.9% | $6,710-33.1% | $5,851-23.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |