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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,118 | $157,276-43.3% | $141,177-36.9% | $152,885-41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.50% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $17,969 | $5,262+241.5% | $4,736+279.5% | $4,763+277.3% |
| Participant deferral / active EE | $11,969 | $7,110+68.3% | $6,710+78.4% | $5,851+104.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |