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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,224 | $138,102-60.7% | $125,381-56.8% | $134,532-59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.42% | 750.73%-743.3pp | 572.31%-564.9pp | 418.27%-410.8pp |
| Employer contribution / active EE | $4,349 | $5,245-17.1% | $4,815-9.7% | $4,741-8.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |