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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,976 | $198,457-72.3% | $170,435-67.7% | $147,586-62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.81% | 257.30%-244.5pp | 205.94%-193.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,814 | $6,183-70.7% | $5,432-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $8,267 | $5,629+46.8% | $4,939+67.4% | $5,439+52.0% |
| Admin fee / account holder | $270 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |