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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,637 | $165,399-63.3% | $149,745-59.5% | $158,982-61.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.06% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,500 | $5,105-51.0% | $4,646-46.2% | $4,763-47.5% |
| Participant deferral / active EE | $4,375 | $7,183-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |