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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,569 | $175,259-29.5% | $149,723-17.5% | $139,487-11.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 166.82%-150.3pp | 134.50%-117.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,132 | $5,478-42.8% | $4,821-35.0% | $4,755-34.1% |
| Participant deferral / active EE | $9,321 | $6,522+42.9% | $5,682+64.0% | $6,713+38.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |