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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,713 | $217,427-56.4% | $185,837-49.0% | $167,518-43.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.51% | 148.39%-134.9pp | 122.08%-108.6pp | 478.71%-465.2pp |
| Employer contribution / active EE | $6,653 | $5,874+13.3% | $5,168+28.7% | $4,838+37.5% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,568+172.4% | $6,342+139.1% |
| Admin fee / account holder | $29 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |