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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,478 | $76,519-45.8% | $56,025-26.0% | $145,897-71.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 3017.03%-3003.3pp | 1712.69%-1699.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,675 | $1,383+93.3% | $1,042+156.8% | $4,663-42.6% |
| Participant deferral / active EE | $7,950 | $2,624+202.9% | $1,955+306.8% | $6,689+18.8% |
| Admin fee / account holder | $215 | $3,331-93.6% | $2,828-92.4% | $13,390-98.4% |