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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,877 | $157,276-35.2% | $141,177-27.8% | $152,885-33.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.42% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $6,469 | $5,262+22.9% | $4,736+36.6% | $4,763+35.8% |
| Participant deferral / active EE | $9,286 | $7,110+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |