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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,710 | $134,817-54.2% | $123,973-50.2% | $155,188-60.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.53% | 515.49%-500.0pp | 388.13%-372.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,496 | $4,425-66.2% | $4,126-63.7% | $4,248-64.8% |
| Participant deferral / active EE | $6,121 | $5,706+7.3% | $5,247+16.7% | $6,531-6.3% |
| Admin fee / account holder | $136 | $13,245-99.0% | $11,799-98.8% | $14,480-99.1% |