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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,727 | $159,934-52.0% | $147,005-47.8% | $145,959-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $4,410 | $5,287-16.6% | $4,934-10.6% | $4,661-5.4% |
| Participant deferral / active EE | $13,994 | $8,427+66.1% | $8,070+73.4% | $6,689+109.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |