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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,185 | $176,077-82.9% | $159,455-81.1% | $167,518-82.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.48% | 331.83%-318.4pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,200 | $5,298-39.6% | $4,830-33.8% | $4,838-33.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $121 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |