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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,181 | $149,040-21.4% | $120,225-2.5% | $137,256-14.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.05% | 605.68%-586.6pp | 439.23%-420.2pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,554 | $4,350-41.3% | $3,475-26.5% | $4,156-38.5% |
| Participant deferral / active EE | $12,666 | $4,655+172.1% | $3,999+216.7% | $6,407+97.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |