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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,008 | $165,399-75.8% | $149,745-73.3% | $158,982-74.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.05% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,366 | $7,183+100.0% | $6,843+109.9% | $5,983+140.1% |
| Admin fee / account holder | $211 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |