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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,857 | $84,684-11.6% | $73,835+1.4% | $125,388-40.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.32% | 3123.93%-3121.6pp | 2268.13%-2265.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $4,291 | $3,123+37.4% | $2,788+53.9% | $4,866-11.8% |
| Participant deferral / active EE | $3,210 | $3,993-19.6% | $3,583-10.4% | $5,352-40.0% |
| Admin fee / account holder | $28 | $5,691-99.5% | $4,880-99.4% | $9,541-99.7% |