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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,455 | $90,617-45.4% | $79,476-37.8% | $135,382-63.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.48% | 977.57%-967.1pp | 718.21%-707.7pp | 519.77%-509.3pp |
| Employer contribution / active EE | $3,234 | $3,068+5.4% | $2,800+15.5% | $4,779-32.3% |
| Participant deferral / active EE | $4,208 | $4,050+3.9% | $3,704+13.6% | $5,609-25.0% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |