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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,551 | $148,558-22.2% | $135,925-15.0% | $139,427-17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 55.72% | 79.22%-23.5pp | 68.25%-12.5pp | 373.27%-317.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |