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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,624 | $181,896-33.7% | $156,551-22.9% | $273,972-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1318.48% | 30.74%+1287.7pp | 32.23%+1286.3pp | 41.46%+1277.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |