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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,691 | $105,145-34.7% | $94,664-27.4% | $139,466-50.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.07% | 38.09%-16.0pp | 156.84%-134.8pp | 373.66%-351.6pp |
| Employer contribution / active EE | $5,732 | $4,107+39.6% | $3,673+56.1% | $4,754+20.6% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,712+347.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |