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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,762 | $169,356-70.6% | $129,406-61.5% | $145,897-65.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.02% | 14418.62%-14397.6pp | 9468.18%-9447.2pp | 552.29%-531.3pp |
| Employer contribution / active EE | $5,385 | $5,542-2.8% | $4,155+29.6% | $4,663+15.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $176 | $9,915-98.2% | $7,689-97.7% | $13,390-98.7% |