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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,623 | $150,197-29.0% | $120,368-11.4% | $145,959-27.0% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.67% | 154.26%-141.6pp | 107.26%-94.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $6,399 | $4,350+47.1% | $3,465+84.7% | $4,661+37.3% |
| Participant deferral / active EE | $11,500 | $6,174+86.3% | $4,991+130.4% | $6,689+71.9% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |