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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,811 | $65,440+26.5% | $98,506-15.9% | $85,851-3.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.92% | 21.75%-7.8pp | 1494.92%-1481.0pp | 318.63%-304.7pp |
| Employer contribution / active EE | $6,320 | $2,169+191.4% | $2,961+113.4% | $2,565+146.3% |
| Participant deferral / active EE | $5,187 | $3,168+63.7% | $4,277+21.3% | $3,952+31.2% |
| Admin fee / account holder | $140 | $4,596-97.0% | $5,955-97.7% | $6,261-97.8% |