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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,705 | $202,463-75.9% | $169,397-71.2% | $139,487-65.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.93% | 532.64%-512.7pp | 406.23%-386.3pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,648 | $4,694-64.9% | $4,013-58.9% | $4,755-65.3% |
| Participant deferral / active EE | $13,133 | $6,941+89.2% | $6,223+111.0% | $6,713+95.6% |
| Admin fee / account holder | $71 | $10,726-99.3% | $9,017-99.2% | $11,407-99.4% |