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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,257 | $175,231-89.0% | $149,696-87.1% | $139,466-86.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 166.77%-151.1pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $5,343 | $5,478-2.5% | $4,821+10.8% | $4,754+12.4% |
| Participant deferral / active EE | $6,013 | $6,521-7.8% | $5,682+5.8% | $6,712-10.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |