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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,065 | $88,778-74.0% | $81,844-71.8% | $145,884-84.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.96% | 1033.03%-1018.1pp | 778.87%-763.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,675 | $3,087+19.0% | $2,916+26.0% | $4,662-21.2% |
| Participant deferral / active EE | $6,250 | $4,648+34.5% | $4,323+44.6% | $6,690-6.6% |
| Admin fee / account holder | $11 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |