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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $102,595-56.6% | $94,057-52.7% | $154,746-71.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.09% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,963 | $3,147-5.9% | $2,933+1.0% | $4,379-32.3% |
| Participant deferral / active EE | $13,230 | $5,118+158.5% | $4,709+180.9% | $6,730+96.6% |
| Admin fee / account holder | $166 | $7,736-97.9% | $7,244-97.7% | $14,365-98.8% |