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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,046 | $107,353-32.9% | $92,903-22.5% | $152,885-52.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.04% | 145.62%-122.6pp | 109.43%-86.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $14,814 | $4,222+250.9% | $3,653+305.5% | $4,763+211.0% |
| Participant deferral / active EE | $5,910 | $4,848+21.9% | $4,238+39.5% | $5,851+1.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |