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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,438 | $90,614-87.4% | $76,089-85.0% | $145,877-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.14% | 623.80%-609.7pp | 360.94%-346.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,585 | $3,324-22.2% | $2,690-3.9% | $4,663-44.6% |
| Participant deferral / active EE | $6,280 | $5,168+21.5% | $4,259+47.5% | $6,691-6.1% |
| Admin fee / account holder | $38 | $8,376-99.6% | $6,418-99.4% | $13,402-99.7% |