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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,533 | $70,366+27.2% | $66,674+34.3% | $138,895-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.75% | 386.41%-367.7pp | 321.24%-302.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,440 | $2,765-47.9% | $2,620-45.0% | $4,194-65.7% |
| Participant deferral / active EE | $9,375 | $4,374+114.3% | $4,084+129.6% | $6,396+46.6% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |