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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,644 | $165,381-29.5% | $149,730-22.1% | $158,966-26.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $4,940 | $5,104-3.2% | $4,645+6.3% | $4,762+3.7% |
| Participant deferral / active EE | $21,663 | $7,182+201.6% | $6,843+216.6% | $5,983+262.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |