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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,570 | $176,105-80.4% | $159,474-78.3% | $167,536-79.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.91% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $12,633 | $5,299+138.4% | $4,831+161.5% | $4,839+161.1% |
| Participant deferral / active EE | $9,111 | $7,751+17.5% | $7,353+23.9% | $6,342+43.6% |
| Admin fee / account holder | $17 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |