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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,367 | $70,121+24.6% | $63,803+36.9% | $138,895-37.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.12% | 946.48%-933.4pp | 543.72%-530.6pp | 145.39%-132.3pp |
| Employer contribution / active EE | $733 | $2,882-74.6% | $2,532-71.1% | $4,194-82.5% |
| Participant deferral / active EE | $8,700 | $4,535+91.8% | $3,843+126.4% | $6,396+36.0% |
| Admin fee / account holder | $267 | $6,738-96.0% | $5,196-94.9% | $12,562-97.9% |