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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,649 | $183,592-61.0% | $155,574-53.9% | $145,877-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.53% | 61.37%-37.8pp | 64.87%-41.3pp | 551.28%-527.8pp |
| Employer contribution / active EE | $9,014 | $5,317+69.5% | $4,676+92.8% | $4,663+93.3% |
| Participant deferral / active EE | $19,764 | $6,466+205.7% | $5,629+251.1% | $6,691+195.4% |
| Admin fee / account holder | $51 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |