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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,946 | $165,361-45.0% | $149,715-39.3% | $158,950-42.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.00% | 348.24%-326.2pp | 276.66%-254.7pp | 302.91%-280.9pp |
| Employer contribution / active EE | $26,095 | $5,103+411.3% | $4,645+461.8% | $4,762+448.0% |
| Participant deferral / active EE | $14,853 | $7,182+106.8% | $6,842+117.1% | $5,983+148.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |