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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,907 | $225,673-71.7% | $203,872-68.7% | $155,188-58.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.30% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $19,580 | $4,099+377.7% | $3,757+421.1% | $4,248+360.9% |
| Participant deferral / active EE | $8,583 | $6,893+24.5% | $6,388+34.4% | $6,531+31.4% |
| Admin fee / account holder | $16 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |