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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,099 | $171,867-34.2% | $149,721-24.5% | $147,586-23.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.92% | 2113.36%-2096.4pp | 1501.67%-1484.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $7,297 | $6,275+16.3% | $5,444+34.0% | $4,876+49.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |