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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,156 | $183,592-56.9% | $155,574-49.1% | $145,877-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,502 | $5,317+41.1% | $4,676+60.4% | $4,663+60.9% |
| Participant deferral / active EE | $4,547 | $6,466-29.7% | $5,629-19.2% | $6,691-32.0% |
| Admin fee / account holder | $9 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |