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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,894 | $175,257-82.4% | $149,717-79.4% | $139,456-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 166.70%-152.8pp | 134.41%-120.5pp | 373.45%-359.5pp |
| Employer contribution / active EE | $4,894 | $5,477-10.6% | $4,820+1.5% | $4,753+3.0% |
| Participant deferral / active EE | $6,666 | $6,521+2.2% | $5,682+17.3% | $6,711-0.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |