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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,881 | $102,595-63.1% | $94,057-59.7% | $154,746-75.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 31.10% | 583.42%-552.3pp | 480.62%-449.5pp | 172.34%-141.2pp |
| Employer contribution / active EE | $4,395 | $3,147+39.6% | $2,933+49.8% | $4,379+0.4% |
| Participant deferral / active EE | $16,662 | $5,118+225.5% | $4,709+253.8% | $6,730+147.6% |
| Admin fee / account holder | $15 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |