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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,883 | $150,412-26.9% | $120,574-8.9% | $145,884-24.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.53% | 154.50%-139.0pp | 107.42%-91.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,768 | $4,355-36.4% | $3,471-20.2% | $4,662-40.6% |
| Participant deferral / active EE | $9,553 | $6,175+54.7% | $4,996+91.2% | $6,690+42.8% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |