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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,589 | $165,361-41.6% | $149,715-35.5% | $158,950-39.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.5pp |
| Employer contribution / active EE | $13,609 | $5,103+166.7% | $4,645+193.0% | $4,762+185.8% |
| Participant deferral / active EE | $15,346 | $7,182+113.7% | $6,842+124.3% | $5,983+156.5% |
| Admin fee / account holder | $3 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |