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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,257 | $88,702-26.4% | $81,780-20.2% | $145,978-55.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.74% | 1029.12%-1016.4pp | 776.27%-763.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,303 | $3,084-25.3% | $2,914-21.0% | $4,662-50.6% |
| Participant deferral / active EE | $3,048 | $4,645-34.4% | $4,321-29.5% | $6,690-54.4% |
| Admin fee / account holder | $292 | $8,414-96.5% | $7,384-96.0% | $13,400-97.8% |