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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,557 | $209,425-60.6% | $178,499-53.7% | $158,966-48.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.52% | 188.80%-182.3pp | 151.10%-144.6pp | 302.95%-296.4pp |
| Employer contribution / active EE | $5,591 | $5,707-2.0% | $5,011+11.6% | $4,762+17.4% |
| Participant deferral / active EE | $5,714 | $5,955-4.0% | $5,202+9.8% | $5,983-4.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |