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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,649 | $175,231-66.0% | $149,696-60.2% | $139,466-57.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.15% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $18,369 | $5,478+235.3% | $4,821+281.0% | $4,754+286.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $53 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |