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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,214 | $183,592-37.2% | $155,574-25.9% | $145,877-21.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,530 | $6,466+93.8% | $5,629+122.6% | $6,691+87.3% |
| Admin fee / account holder | $56 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |