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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,822 | $183,592-86.5% | $155,574-84.0% | $145,877-83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.14% | 61.37%+4.8pp | 64.87%+1.3pp | 551.28%-485.1pp |
| Employer contribution / active EE | $6,000 | $5,317+12.9% | $4,676+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $7,746 | $6,466+19.8% | $5,629+37.6% | $6,691+15.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |