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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,813 | $112,131-9.2% | $95,964+6.1% | $158,982-36.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 47.03% | 171.19%-124.2pp | 91.64%-44.6pp | 302.99%-256.0pp |
| Employer contribution / active EE | $2,959 | $3,199-7.5% | $2,541+16.4% | $4,763-37.9% |
| Participant deferral / active EE | $10,267 | $4,784+114.6% | $4,167+146.4% | $5,983+71.6% |
| Admin fee / account holder | $1 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |