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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,894 | $183,592-68.5% | $155,574-62.8% | $145,877-60.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 61.37%-42.0pp | 64.87%-45.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $13,930 | $5,317+162.0% | $4,676+197.9% | $4,663+198.7% |
| Participant deferral / active EE | $11,982 | $6,466+85.3% | $5,629+112.9% | $6,691+79.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |