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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,736 | $217,427-53.2% | $185,837-45.3% | $167,518-39.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.69% | 148.39%-136.7pp | 122.08%-110.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $13,356 | $5,874+127.4% | $5,168+158.4% | $4,838+176.0% |
| Participant deferral / active EE | $9,785 | $6,357+53.9% | $5,568+75.7% | $6,342+54.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |