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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,885 | $70,366+19.2% | $66,674+25.8% | $138,895-39.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.70% | 386.41%-368.7pp | 321.24%-303.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $22,395 | $2,765+709.9% | $2,620+754.7% | $4,194+433.9% |
| Participant deferral / active EE | $14,286 | $4,374+226.6% | $4,084+249.8% | $6,396+123.4% |
| Admin fee / account holder | $263 | $5,262-95.0% | $5,098-94.8% | $12,562-97.9% |