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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,556 | $134,817-52.1% | $123,973-47.9% | $155,188-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.28% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,992 | $4,425-9.8% | $4,126-3.2% | $4,248-6.0% |
| Participant deferral / active EE | $13,863 | $5,706+142.9% | $5,247+164.2% | $6,531+112.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |