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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,212 | $183,516-59.0% | $155,534-51.6% | $145,884-48.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.44% | 61.43%-38.0pp | 64.92%-41.5pp | 551.85%-528.4pp |
| Employer contribution / active EE | $21,313 | $5,315+301.0% | $4,675+355.9% | $4,662+357.1% |
| Participant deferral / active EE | $3,125 | $6,467-51.7% | $5,630-44.5% | $6,690-53.3% |
| Admin fee / account holder | $121 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |