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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,513 | $183,539-64.9% | $155,556-58.5% | $145,897-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,059 | $5,315+32.8% | $4,675+51.0% | $4,663+51.4% |
| Participant deferral / active EE | $3,863 | $6,467-40.3% | $5,631-31.4% | $6,689-42.3% |
| Admin fee / account holder | $212 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |