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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,627 | $175,257-57.4% | $149,717-50.2% | $139,456-46.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $4,670 | $5,477-14.7% | $4,820-3.1% | $4,753-1.7% |
| Participant deferral / active EE | $4,373 | $6,521-32.9% | $5,682-23.0% | $6,711-34.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |