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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,826 | $159,934-55.7% | $147,005-51.8% | $145,959-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.30% | 98.24%-84.9pp | 418.76%-405.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $14,967 | $5,287+183.1% | $4,934+203.3% | $4,661+221.1% |
| Participant deferral / active EE | $7,676 | $8,427-8.9% | $8,070-4.9% | $6,689+14.8% |
| Admin fee / account holder | $82 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |