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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,032 | $96,361-28.4% | $80,607-14.4% | $139,456-50.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1350.95%-1337.0pp | 936.11%-922.2pp | 373.45%-359.5pp |
| Employer contribution / active EE | $2,848 | $3,262-12.7% | $2,724+4.5% | $4,753-40.1% |
| Participant deferral / active EE | $5,792 | $5,232+10.7% | $4,448+30.2% | $6,711-13.7% |
| Admin fee / account holder | $40 | $6,601-99.4% | $5,379-99.3% | $11,407-99.7% |