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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,859 | $183,516-32.0% | $155,534-19.7% | $145,884-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 132.14% | 61.43%+70.7pp | 64.92%+67.2pp | 551.85%-419.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8 | $19,293-100.0% | $15,900-100.0% | $13,392-99.9% |