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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,747 | $133,998-39.0% | $112,263-27.2% | $134,545-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 80.00% | 47.17%+32.8pp | 27.49%+52.5pp | 418.37%-338.4pp |
| Employer contribution / active EE | $13,562 | $4,040+235.7% | $3,636+273.0% | $4,742+186.0% |
| Participant deferral / active EE | $16,068 | $5,292+203.6% | $4,729+239.7% | $6,401+151.0% |
| Admin fee / account holder | $270 | $7,493-96.4% | $6,410-95.8% | $11,431-97.6% |