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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,526 | $175,231-60.9% | $149,696-54.2% | $139,466-50.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.92% | 166.77%-144.9pp | 134.46%-112.5pp | 373.66%-351.7pp |
| Employer contribution / active EE | $15,000 | $5,478+173.8% | $4,821+211.1% | $4,754+215.5% |
| Participant deferral / active EE | $10,506 | $6,521+61.1% | $5,682+84.9% | $6,712+56.5% |
| Admin fee / account holder | $279 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |