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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,640 | $165,399-37.3% | $149,745-30.8% | $158,982-34.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.07% | 348.34%-331.3pp | 276.72%-259.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $7,518 | $5,105+47.3% | $4,646+61.8% | $4,763+57.8% |
| Participant deferral / active EE | $4,950 | $7,183-31.1% | $6,843-27.7% | $5,983-17.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |