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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,155 | $176,077-74.9% | $159,455-72.3% | $167,518-73.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.10% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $7,022 | $5,298+32.5% | $4,830+45.4% | $4,838+45.1% |
| Participant deferral / active EE | $3,329 | $7,751-57.1% | $7,353-54.7% | $6,342-47.5% |
| Admin fee / account holder | $7 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |