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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,430 | $183,516-66.0% | $155,534-59.9% | $145,884-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.34% | 61.43%-30.1pp | 64.92%-33.6pp | 551.85%-520.5pp |
| Employer contribution / active EE | $5,493 | $5,315+3.4% | $4,675+17.5% | $4,662+17.8% |
| Participant deferral / active EE | $7,177 | $6,467+11.0% | $5,630+27.5% | $6,690+7.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |