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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,696 | $156,897-24.3% | $121,147-2.0% | $139,427-14.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.81% | 1475.10%-1457.3pp | 986.30%-968.5pp | 373.27%-355.5pp |
| Employer contribution / active EE | $574 | $5,539-89.6% | $4,166-86.2% | $4,752-87.9% |
| Participant deferral / active EE | $5,000 | $4,846+3.2% | $4,081+22.5% | $6,711-25.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |