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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,052 | $217,432-49.8% | $185,849-41.3% | $167,536-34.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.23% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $3,457 | $5,875-41.2% | $5,169-33.1% | $4,839-28.6% |
| Participant deferral / active EE | $9,601 | $6,357+51.0% | $5,569+72.4% | $6,342+51.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |