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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,382 | $183,988-57.4% | $162,177-51.7% | $152,897-48.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.35% | 150.79%-136.4pp | 115.60%-101.3pp | 345.43%-331.1pp |
| Employer contribution / active EE | $4,913 | $6,370-22.9% | $5,613-12.5% | $4,764+3.1% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |