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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,082 | $157,296-45.9% | $141,191-39.7% | $152,897-44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 72.21% | 64.34%+7.9pp | 71.41%+0.8pp | 345.43%-273.2pp |
| Employer contribution / active EE | $15,863 | $5,262+201.5% | $4,736+235.0% | $4,764+233.0% |
| Participant deferral / active EE | $15,687 | $7,111+120.6% | $6,710+133.8% | $5,851+168.1% |
| Admin fee / account holder | $136 | $12,125-98.9% | $10,264-98.7% | $11,599-98.8% |