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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,609 | $202,463-43.9% | $169,397-32.9% | $139,487-18.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.41% | 532.64%-523.2pp | 406.23%-396.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $6,080 | $4,694+29.5% | $4,013+51.5% | $4,755+27.9% |
| Participant deferral / active EE | $16,483 | $6,941+137.5% | $6,223+164.9% | $6,713+145.6% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |