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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,529 | $156,398-52.3% | $147,318-49.4% | $138,895-46.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.16% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $16,470 | $4,853+239.4% | $4,593+258.6% | $4,194+292.7% |
| Participant deferral / active EE | $6,138 | $8,237-25.5% | $7,906-22.4% | $6,396-4.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |