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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,740 | $160,070-28.9% | $147,117-22.7% | $145,897-22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,228 | $5,285+55.7% | $4,932+66.8% | $4,663+76.5% |
| Participant deferral / active EE | $7,683 | $8,419-8.7% | $8,065-4.7% | $6,689+14.9% |
| Admin fee / account holder | $1 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |