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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,101 | $183,592-62.9% | $155,567-56.2% | $145,959-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $10,362 | $5,315+95.0% | $4,674+121.7% | $4,661+122.3% |
| Participant deferral / active EE | $3,217 | $6,464-50.2% | $5,628-42.8% | $6,689-51.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |