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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,814 | $202,463-74.9% | $169,397-70.0% | $139,487-63.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 532.64%-514.7pp | 406.23%-388.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,000 | $4,694-57.4% | $4,013-50.2% | $4,755-57.9% |
| Participant deferral / active EE | $1,208 | $6,941-82.6% | $6,223-80.6% | $6,713-82.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |