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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,564 | $196,972-57.1% | $182,262-53.6% | $198,609-57.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.07% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $9,638 | $5,364+79.7% | $5,046+91.0% | $5,055+90.6% |
| Participant deferral / active EE | $7,750 | $8,643-10.3% | $8,276-6.4% | $6,977+11.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |