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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,028 | $165,361-66.1% | $149,715-62.6% | $158,950-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.36% | 348.24%-318.9pp | 276.66%-247.3pp | 302.91%-273.5pp |
| Employer contribution / active EE | $19,962 | $5,103+291.1% | $4,645+329.8% | $4,762+319.2% |
| Participant deferral / active EE | $10,692 | $7,182+48.9% | $6,842+56.3% | $5,983+78.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |