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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,520 | $88,754-65.6% | $81,820-62.7% | $145,877-79.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.83% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,807 | $3,085+23.4% | $2,915+30.6% | $4,663-18.4% |
| Participant deferral / active EE | $10,291 | $4,648+121.4% | $4,323+138.1% | $6,691+53.8% |
| Admin fee / account holder | $55 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |