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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,464 | $175,259-84.3% | $149,723-81.7% | $139,487-80.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 166.82%-155.8pp | 134.50%-123.5pp | 373.84%-362.8pp |
| Employer contribution / active EE | $10,005 | $5,478+82.6% | $4,821+107.5% | $4,755+110.4% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |