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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,612 | $217,427-39.5% | $185,837-29.2% | $167,518-21.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.78% | 148.39%-132.6pp | 122.08%-106.3pp | 478.71%-462.9pp |
| Employer contribution / active EE | $1,594 | $5,874-72.9% | $5,168-69.2% | $4,838-67.0% |
| Participant deferral / active EE | $7,513 | $6,357+18.2% | $5,568+34.9% | $6,342+18.5% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |