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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,297 | $166,131-69.1% | $164,975-68.9% | $145,877-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.09% | 100.37%-91.3pp | 70.12%-61.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $5,705 | $5,276+8.1% | $4,343+31.4% | $4,663+22.3% |
| Participant deferral / active EE | $6,907 | $6,962-0.8% | $6,033+14.5% | $6,691+3.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |