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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,450 | $110,093+13.9% | $97,295+28.9% | $145,897-14.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.36% | 244.76%-235.4pp | 75.62%-66.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,564 | $3,077-16.7% | $2,723-5.8% | $4,663-45.0% |
| Participant deferral / active EE | $11,067 | $4,678+136.6% | $4,264+159.6% | $6,689+65.4% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |