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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,712 | $101,672-40.3% | $147,117-58.7% | $74,478-18.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.81% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $3,296 | $3,813-13.6% | $4,932-33.2% | $2,626+25.5% |
| Participant deferral / active EE | $5,061 | $7,305-30.7% | $8,065-37.2% | $4,350+16.3% |
| Admin fee / account holder | $42 | $1,753-97.6% | $12,993-99.7% | $1,946-97.8% |