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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,496 | $165,399-39.8% | $149,745-33.6% | $158,982-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.60% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $14,957 | $5,105+193.0% | $4,646+222.0% | $4,763+214.0% |
| Participant deferral / active EE | $10,220 | $7,183+42.3% | $6,843+49.4% | $5,983+70.8% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |