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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,872 | $72,071+20.5% | $68,368+27.1% | $137,256-36.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.94% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $818 | $2,788-70.6% | $2,649-69.1% | $4,156-80.3% |
| Participant deferral / active EE | $1,018 | $4,410-76.9% | $4,123-75.3% | $6,407-84.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |