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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,349 | $100,911-21.4% | $90,440-12.3% | $158,966-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.72% | 1726.62%-1711.9pp | 1294.38%-1279.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $5,410 | $3,690+46.6% | $3,263+65.8% | $4,762+13.6% |
| Participant deferral / active EE | $5,372 | $4,348+23.5% | $3,964+35.5% | $5,983-10.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |