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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,781 | $217,392-55.9% | $185,818-48.5% | $167,497-42.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.32% | 148.37%-138.1pp | 122.06%-111.7pp | 478.62%-468.3pp |
| Employer contribution / active EE | $17,477 | $5,873+197.6% | $5,168+238.2% | $4,838+261.2% |
| Participant deferral / active EE | $8,401 | $6,357+32.2% | $5,568+50.9% | $6,341+32.5% |
| Admin fee / account holder | $100 | $19,813-99.5% | $16,239-99.4% | $12,310-99.2% |