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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,957 | $175,259-48.7% | $149,723-39.9% | $139,487-35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $11,220 | $5,478+104.8% | $4,821+132.7% | $4,755+136.0% |
| Participant deferral / active EE | $8,768 | $6,522+34.4% | $5,682+54.3% | $6,713+30.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |