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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,391 | $176,120-39.6% | $159,487-33.3% | $167,553-36.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.72% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,544 | $5,299-70.9% | $4,831-68.0% | $4,840-68.1% |
| Participant deferral / active EE | $7,923 | $7,752+2.2% | $7,354+7.7% | $6,343+24.9% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |