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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,214 | $226,135-84.0% | $182,558-80.2% | $152,909-76.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.68% | 192.60%-170.9pp | 148.59%-126.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,546 | $4,979-69.0% | $4,076-62.1% | $4,764-67.6% |
| Participant deferral / active EE | $6,340 | $6,371-0.5% | $5,526+14.7% | $5,851+8.4% |
| Admin fee / account holder | $295 | $10,707-97.2% | $8,594-96.6% | $11,601-97.5% |