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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,182 | $176,077-35.2% | $159,455-28.4% | $167,518-31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.34% | 331.83%-316.5pp | 263.63%-248.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $3,082 | $5,298-41.8% | $4,830-36.2% | $4,838-36.3% |
| Participant deferral / active EE | $18,229 | $7,751+135.2% | $7,353+147.9% | $6,342+187.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |