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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,310 | $97,761-35.2% | $83,850-24.5% | $135,382-53.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.43% | 1287.44%-1285.0pp | 850.92%-848.5pp | 519.77%-517.3pp |
| Employer contribution / active EE | $12,871 | $4,222+204.9% | $3,631+254.5% | $4,779+169.3% |
| Participant deferral / active EE | $8,032 | $4,682+71.5% | $4,082+96.8% | $5,609+43.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |