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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,960 | $165,399-47.4% | $149,745-41.9% | $158,982-45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.39% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $11,618 | $5,105+127.6% | $4,646+150.1% | $4,763+143.9% |
| Participant deferral / active EE | $10,303 | $7,183+43.4% | $6,843+50.6% | $5,983+72.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |