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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,220 | $183,592-53.0% | $155,574-44.6% | $145,877-40.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $6,962 | $5,317+30.9% | $4,676+48.9% | $4,663+49.3% |
| Participant deferral / active EE | $11,704 | $6,466+81.0% | $5,629+107.9% | $6,691+74.9% |
| Admin fee / account holder | $177 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |