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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,173 | $176,077-45.9% | $159,455-40.3% | $167,518-43.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.47% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.2pp |
| Employer contribution / active EE | $3,109 | $5,298-41.3% | $4,830-35.6% | $4,838-35.7% |
| Participant deferral / active EE | $10,707 | $7,751+38.1% | $7,353+45.6% | $6,342+68.8% |
| Admin fee / account holder | $57 | $12,556-99.5% | $10,800-99.5% | $12,312-99.5% |