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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,740 | $157,304-55.7% | $141,197-50.6% | $152,909-54.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.13% | 64.34%-34.2pp | 71.41%-41.3pp | 345.46%-315.3pp |
| Employer contribution / active EE | $6,608 | $5,263+25.6% | $4,736+39.5% | $4,764+38.7% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |