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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,411 | $103,008-3.5% | $90,304+10.1% | $152,897-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.59% | 95.22%-64.6pp | 78.13%-47.5pp | 345.43%-314.8pp |
| Employer contribution / active EE | $2,946 | $3,139-6.2% | $2,855+3.2% | $4,764-38.2% |
| Participant deferral / active EE | $6,109 | $4,281+42.7% | $3,885+57.2% | $5,851+4.4% |
| Admin fee / account holder | $6 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |