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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,037 | $183,592-56.4% | $155,567-48.6% | $145,959-45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.29% | 61.24%-40.9pp | 64.74%-44.4pp | 561.95%-541.7pp |
| Employer contribution / active EE | $5,103 | $5,315-4.0% | $4,674+9.2% | $4,661+9.5% |
| Participant deferral / active EE | $9,594 | $6,464+48.4% | $5,628+70.5% | $6,689+43.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |