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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,737 | $176,077-53.0% | $159,455-48.1% | $167,518-50.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.73% | 331.83%-314.1pp | 263.63%-245.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $6,739 | $5,298+27.2% | $4,830+39.5% | $4,838+39.3% |
| Participant deferral / active EE | $10,852 | $7,751+40.0% | $7,353+47.6% | $6,342+71.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |