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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,702 | $209,428-55.3% | $178,498-47.5% | $158,950-41.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.50% | 188.78%-172.3pp | 151.09%-134.6pp | 302.91%-286.4pp |
| Employer contribution / active EE | $8,959 | $5,707+57.0% | $5,011+78.8% | $4,762+88.1% |
| Participant deferral / active EE | $8,979 | $5,955+50.8% | $5,202+72.6% | $5,983+50.1% |
| Admin fee / account holder | $31 | $17,077-99.8% | $13,985-99.8% | $11,248-99.7% |