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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,197 | $217,432-59.4% | $185,849-52.5% | $167,536-47.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.48% | 148.42%-121.9pp | 122.10%-95.6pp | 478.82%-452.3pp |
| Employer contribution / active EE | $9,987 | $5,875+70.0% | $5,169+93.2% | $4,839+106.4% |
| Participant deferral / active EE | $8,761 | $6,357+37.8% | $5,569+57.3% | $6,342+38.1% |
| Admin fee / account holder | $8 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |