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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,732 | $148,582-46.3% | $135,942-41.3% | $139,456-42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.20% | 79.26%-63.1pp | 68.28%-52.1pp | 373.45%-357.3pp |
| Employer contribution / active EE | $4,825 | $5,245-8.0% | $4,858-0.7% | $4,753+1.5% |
| Participant deferral / active EE | $11,063 | $8,101+36.6% | $7,759+42.6% | $6,711+64.8% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |