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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,833 | $157,296-48.0% | $141,191-42.0% | $152,897-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.24% | 64.34%-29.1pp | 71.41%-36.2pp | 345.43%-310.2pp |
| Employer contribution / active EE | $9,957 | $5,262+89.2% | $4,736+110.2% | $4,764+109.0% |
| Participant deferral / active EE | $9,897 | $7,111+39.2% | $6,710+47.5% | $5,851+69.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |