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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,410 | $185,883-46.5% | $170,043-41.5% | $139,466-28.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 53.74% | 60.54%-6.8pp | 53.40%+0.3pp | 373.66%-319.9pp |
| Employer contribution / active EE | $3,698 | $7,596-51.3% | $6,790-45.5% | $4,754-22.2% |
| Participant deferral / active EE | $9,748 | $11,626-16.2% | $10,410-6.4% | $6,712+45.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |