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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,180 | $183,592-55.2% | $155,567-47.2% | $145,959-43.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $18,196 | $5,315+242.4% | $4,674+289.3% | $4,661+290.4% |
| Participant deferral / active EE | $18,039 | $6,464+179.1% | $5,628+220.5% | $6,689+169.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |