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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,727 | $160,040-52.1% | $147,096-47.8% | $145,877-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,410 | $5,289-16.6% | $4,936-10.7% | $4,663-5.4% |
| Participant deferral / active EE | $13,994 | $8,429+66.0% | $8,071+73.4% | $6,691+109.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |