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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,281 | $183,592-29.6% | $155,574-16.9% | $145,877-11.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $9,130 | $5,317+71.7% | $4,676+95.3% | $4,663+95.8% |
| Participant deferral / active EE | $7,102 | $6,466+9.8% | $5,629+26.2% | $6,691+6.2% |
| Admin fee / account holder | $23 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |