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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,293 | $160,040-65.5% | $147,096-62.4% | $145,877-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,039 | $5,289-42.5% | $4,936-38.4% | $4,663-34.8% |
| Participant deferral / active EE | $10,991 | $8,429+30.4% | $8,071+36.2% | $6,691+64.3% |
| Admin fee / account holder | $135 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |