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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,799 | $217,427-63.3% | $185,837-57.1% | $167,518-52.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.89% | 148.39%-135.5pp | 122.08%-109.2pp | 478.71%-465.8pp |
| Employer contribution / active EE | $9,975 | $5,874+69.8% | $5,168+93.0% | $4,838+106.2% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $187 | $19,816-99.1% | $16,241-98.8% | $12,312-98.5% |