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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,487 | $109,344-15.4% | $89,400+3.5% | $158,950-41.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.15% | 345.73%-324.6pp | 245.64%-224.5pp | 302.91%-281.8pp |
| Employer contribution / active EE | $10,284 | $3,170+224.4% | $2,586+297.7% | $4,762+116.0% |
| Participant deferral / active EE | $6,492 | $4,599+41.2% | $3,890+66.9% | $5,983+8.5% |
| Admin fee / account holder | $5 | $6,154-99.9% | $4,882-99.9% | $11,248-100.0% |