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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,237 | $115,780-47.1% | $101,255-39.5% | $158,931-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.66% | 56.14%-39.5pp | 46.48%-29.8pp | 302.86%-286.2pp |
| Employer contribution / active EE | $11,174 | $4,175+167.7% | $3,660+205.3% | $4,761+134.7% |
| Participant deferral / active EE | $5,657 | $4,958+14.1% | $4,370+29.4% | $5,982-5.4% |
| Admin fee / account holder | $8 | $7,246-99.9% | $5,946-99.9% | $11,247-99.9% |