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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,544 | $160,028-51.5% | $147,080-47.3% | $145,884-46.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.27% | 98.60%-76.3pp | 420.17%-397.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $13,889 | $5,286+162.8% | $4,933+181.5% | $4,662+197.9% |
| Participant deferral / active EE | $13,963 | $8,422+65.8% | $8,066+73.1% | $6,690+108.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |