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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,489 | $148,629-55.9% | $135,982-51.8% | $139,487-53.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 56.60% | 79.33%-22.7pp | 68.32%-11.7pp | 373.84%-317.2pp |
| Employer contribution / active EE | $17,594 | $5,247+235.3% | $4,859+262.1% | $4,755+270.0% |
| Participant deferral / active EE | $14,775 | $8,102+82.4% | $7,760+90.4% | $6,713+120.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |