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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,224 | $138,068-23.1% | $125,358-15.3% | $134,493-21.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.21% | 750.30%-749.1pp | 572.03%-570.8pp | 418.01%-416.8pp |
| Employer contribution / active EE | $2,397 | $5,244-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |