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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,986 | $129,737+5.6% | $119,126+15.0% | $154,746-11.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.97% | 379.08%-369.1pp | 282.11%-272.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,050 | $4,375-76.0% | $4,034-74.0% | $4,379-76.0% |
| Participant deferral / active EE | $13,050 | $5,842+123.4% | $5,318+145.4% | $6,730+93.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |