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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,354 | $227,566-35.7% | $189,558-22.8% | $167,518-12.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 17.58% | 78.43%-60.9pp | 64.19%-46.6pp | 478.71%-461.1pp |
| Employer contribution / active EE | $13,254 | $5,316+149.3% | $4,412+200.4% | $4,838+173.9% |
| Participant deferral / active EE | $10,320 | $7,002+47.4% | $6,174+67.2% | $6,342+62.7% |
| Admin fee / account holder | $20 | $11,881-99.8% | $9,809-99.8% | $12,312-99.8% |