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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,227 | $209,422-74.6% | $178,503-70.2% | $158,982-66.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 26.04% | 188.81%-162.8pp | 151.12%-125.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $4,735 | $5,707-17.0% | $5,011-5.5% | $4,763-0.6% |
| Participant deferral / active EE | $10,092 | $5,955+69.5% | $5,202+94.0% | $5,983+68.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |