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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,826 | $209,405-70.5% | $178,486-65.4% | $158,931-61.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.05% | 188.77%-177.7pp | 151.08%-140.0pp | 302.86%-291.8pp |
| Employer contribution / active EE | $7,848 | $5,707+37.5% | $5,011+56.6% | $4,761+64.8% |
| Participant deferral / active EE | $7,213 | $5,954+21.1% | $5,202+38.7% | $5,982+20.6% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |