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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,432 | $165,361-72.5% | $149,715-69.7% | $158,950-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.50% | 348.24%-324.7pp | 276.66%-253.2pp | 302.91%-279.4pp |
| Employer contribution / active EE | $12,229 | $5,103+139.6% | $4,645+163.3% | $4,762+156.8% |
| Participant deferral / active EE | $6,333 | $7,182-11.8% | $6,842-7.4% | $5,983+5.9% |
| Admin fee / account holder | $15 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |