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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,176 | $167,030-53.2% | $135,768-42.4% | $155,188-49.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.59% | 678.39%-654.8pp | 526.10%-502.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $5,553 | $4,132+34.4% | $3,394+63.6% | $4,248+30.7% |
| Participant deferral / active EE | $18,108 | $4,528+299.9% | $3,977+355.3% | $6,531+177.3% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |