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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,043 | $165,381-65.5% | $149,730-61.9% | $158,966-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.08% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.9pp |
| Employer contribution / active EE | $6,738 | $5,104+32.0% | $4,645+45.1% | $4,762+41.5% |
| Participant deferral / active EE | $5,539 | $7,182-22.9% | $6,843-19.1% | $5,983-7.4% |
| Admin fee / account holder | $57 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |