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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,705 | $176,105-55.3% | $159,474-50.6% | $167,536-53.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.38% | 331.91%-319.5pp | 263.68%-251.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,000 | $7,751+16.1% | $7,353+22.4% | $6,342+41.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |