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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,787 | $175,231-34.5% | $149,696-23.3% | $139,466-17.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.11% | 166.77%-134.7pp | 134.46%-102.3pp | 373.66%-341.6pp |
| Employer contribution / active EE | $2,524 | $5,478-53.9% | $4,821-47.7% | $4,754-46.9% |
| Participant deferral / active EE | $18,619 | $6,521+185.5% | $5,682+227.7% | $6,712+177.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |