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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,907 | $68,097-64.9% | $62,929-62.0% | $137,256-82.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.60% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,893 | $2,811+2.9% | $2,505+15.5% | $4,156-30.4% |
| Participant deferral / active EE | $2,893 | $4,553-36.4% | $3,888-25.6% | $6,407-54.8% |
| Admin fee / account holder | $276 | $6,521-95.8% | $5,065-94.6% | $12,270-97.8% |