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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,417 | $183,539-33.3% | $155,556-21.3% | $145,897-16.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,126 | $5,315-41.2% | $4,675-33.1% | $4,663-33.0% |
| Participant deferral / active EE | $9,995 | $6,467+54.6% | $5,631+77.5% | $6,689+49.4% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |