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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,491 | $209,428-72.1% | $178,498-67.2% | $158,950-63.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.08% | 188.78%-162.7pp | 151.09%-125.0pp | 302.91%-276.8pp |
| Employer contribution / active EE | $16,274 | $5,707+185.1% | $5,011+224.8% | $4,762+241.8% |
| Participant deferral / active EE | $17,182 | $5,955+188.5% | $5,202+230.3% | $5,983+187.2% |
| Admin fee / account holder | $167 | $17,077-99.0% | $13,985-98.8% | $11,248-98.5% |