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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $114,119-83.9% | $107,187-82.9% | $138,895-86.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.49% | 273.21%-261.7pp | 204.55%-193.1pp | 145.39%-133.9pp |
| Employer contribution / active EE | $11,409 | $4,059+181.1% | $3,782+201.7% | $4,194+172.0% |
| Participant deferral / active EE | $2,250 | $5,538-59.4% | $5,096-55.8% | $6,396-64.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |