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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,818 | $160,040-69.5% | $147,096-66.8% | $145,877-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,710 | $5,289+8.0% | $4,936+15.7% | $4,663+22.5% |
| Participant deferral / active EE | $10,250 | $8,429+21.6% | $8,071+27.0% | $6,691+53.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |