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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,477 | $107,363-39.0% | $92,909-29.5% | $152,897-57.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 63.02% | 145.63%-82.6pp | 109.44%-46.4pp | 345.43%-282.4pp |
| Employer contribution / active EE | $5,429 | $4,222+28.6% | $3,653+48.6% | $4,764+14.0% |
| Participant deferral / active EE | $15,192 | $4,848+213.4% | $4,238+258.5% | $5,851+159.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |