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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,204 | $210,698-68.6% | $178,014-62.8% | $145,959-54.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.06% | 386.27%-374.2pp | 294.80%-282.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,947 | $4,567-35.5% | $3,950-25.4% | $4,661-36.8% |
| Participant deferral / active EE | $3,229 | $6,958-53.6% | $6,276-48.5% | $6,689-51.7% |
| Admin fee / account holder | $163 | $12,016-98.6% | $10,362-98.4% | $13,398-98.8% |