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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,700 | $88,710-40.6% | $81,783-35.6% | $145,959-63.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1027.26%-1015.1pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,484 | $3,083+13.0% | $2,913+19.6% | $4,661-25.2% |
| Participant deferral / active EE | $3,653 | $4,645-21.3% | $4,320-15.4% | $6,689-45.4% |
| Admin fee / account holder | $3 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |