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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,944 | $209,425-59.9% | $178,499-53.0% | $158,966-47.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.30% | 188.80%-163.5pp | 151.10%-125.8pp | 302.95%-277.7pp |
| Employer contribution / active EE | $14,834 | $5,707+159.9% | $5,011+196.0% | $4,762+211.5% |
| Participant deferral / active EE | $17,408 | $5,955+192.3% | $5,202+234.6% | $5,983+191.0% |
| Admin fee / account holder | $272 | $17,078-98.4% | $13,986-98.1% | $11,250-97.6% |