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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,355 | $97,732-44.4% | $83,831-35.2% | $135,380-59.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.56% | 1287.56%-1281.0pp | 850.99%-844.4pp | 519.81%-513.2pp |
| Employer contribution / active EE | $8,486 | $4,222+101.0% | $3,631+133.7% | $4,779+77.6% |
| Participant deferral / active EE | $6,133 | $4,683+31.0% | $4,082+50.2% | $5,609+9.3% |
| Admin fee / account holder | $177 | $6,675-97.3% | $5,479-96.8% | $10,828-98.4% |