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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,001 | $72,071+20.7% | $68,368+27.3% | $137,256-36.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.20% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,487 | $2,788+25.1% | $2,649+31.6% | $4,156-16.1% |
| Participant deferral / active EE | $3,376 | $4,410-23.5% | $4,123-18.1% | $6,407-47.3% |
| Admin fee / account holder | $33 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |