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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,853 | $176,105-68.9% | $159,474-65.6% | $167,536-67.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.75% | 331.91%-311.2pp | 263.68%-242.9pp | 478.82%-458.1pp |
| Employer contribution / active EE | $7,633 | $5,299+44.0% | $4,831+58.0% | $4,839+57.7% |
| Participant deferral / active EE | $8,865 | $7,751+14.4% | $7,353+20.6% | $6,342+39.8% |
| Admin fee / account holder | $207 | $12,559-98.4% | $10,802-98.1% | $12,315-98.3% |