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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,128 | $183,516-60.7% | $155,534-53.6% | $145,884-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $7,989 | $5,315+50.3% | $4,675+70.9% | $4,662+71.3% |
| Participant deferral / active EE | $9,713 | $6,467+50.2% | $5,630+72.5% | $6,690+45.2% |
| Admin fee / account holder | $237 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |