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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,888 | $138,102-48.7% | $125,381-43.5% | $134,532-47.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.37% | 750.73%-746.4pp | 572.31%-567.9pp | 418.27%-413.9pp |
| Employer contribution / active EE | $4,184 | $5,245-20.2% | $4,815-13.1% | $4,741-11.7% |
| Participant deferral / active EE | $10,260 | $7,801+31.5% | $7,448+37.8% | $6,401+60.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |