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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,810 | $88,815-49.5% | $81,882-45.3% | $145,897-69.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.01% | 1033.75%-1019.7pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,699 | $3,086+84.6% | $2,916+95.4% | $4,663+22.2% |
| Participant deferral / active EE | $4,002 | $4,647-13.9% | $4,323-7.4% | $6,689-40.2% |
| Admin fee / account holder | $80 | $8,434-99.1% | $7,360-98.9% | $13,390-99.4% |