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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,077 | $185,883-53.7% | $170,043-49.4% | $139,466-38.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.06% | 60.54%-48.5pp | 53.40%-41.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $16,831 | $7,596+121.6% | $6,790+147.9% | $4,754+254.1% |
| Participant deferral / active EE | $11,367 | $11,626-2.2% | $10,410+9.2% | $6,712+69.4% |
| Admin fee / account holder | $72 | $15,393-99.5% | $12,824-99.4% | $11,409-99.4% |