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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,018 | $100,203-23.1% | $85,240-9.6% | $145,897-47.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.40% | 84.28%-63.9pp | 66.75%-46.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $9,205 | $3,242+183.9% | $2,735+236.5% | $4,663+97.4% |
| Participant deferral / active EE | $13,248 | $5,299+150.0% | $4,527+192.6% | $6,689+98.1% |
| Admin fee / account holder | $7 | $7,265-99.9% | $6,165-99.9% | $13,390-99.9% |