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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,422 | $166,131-6.4% | $164,975-5.8% | $145,877+6.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.59% | 100.37%-87.8pp | 70.12%-57.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $21,702 | $5,276+311.4% | $4,343+399.7% | $4,663+365.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $26 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |