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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,742 | $83,337-15.1% | $67,834+4.3% | $273,972-74.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.79% | 259.45%-253.7pp | 138.47%-132.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $10,000 | $3,287+204.2% | $2,403+316.1% | $4,869+105.4% |
| Participant deferral / active EE | $3,750 | $4,088-8.3% | $3,160+18.7% | $5,287-29.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |