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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,328 | $111,787-29.9% | $93,681-16.4% | $145,978-46.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 203.52%-191.4pp | 133.47%-121.4pp | 550.52%-538.4pp |
| Employer contribution / active EE | $4,833 | $3,093+56.2% | $2,422+99.5% | $4,662+3.7% |
| Participant deferral / active EE | $15,333 | $4,918+211.8% | $4,415+247.3% | $6,690+129.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |