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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,643 | $135,956-53.2% | $123,894-48.6% | $273,972-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 453.10% | 56.63%+396.5pp | 47.52%+405.6pp | 41.46%+411.6pp |
| Employer contribution / active EE | $7,116 | $5,170+37.7% | $4,617+54.1% | $4,869+46.2% |
| Participant deferral / active EE | $5,805 | $6,343-8.5% | $5,984-3.0% | $5,287+9.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |