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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,033 | $176,077-58.0% | $159,455-53.6% | $167,518-55.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.29% | 331.83%-317.5pp | 263.63%-249.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $8,893 | $5,298+67.8% | $4,830+84.1% | $4,838+83.8% |
| Participant deferral / active EE | $16,062 | $7,751+107.2% | $7,353+118.4% | $6,342+153.3% |
| Admin fee / account holder | $177 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |