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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,685 | $160,040-49.6% | $147,096-45.1% | $145,877-44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,536 | $5,289-71.0% | $4,936-68.9% | $4,663-67.1% |
| Participant deferral / active EE | $4,748 | $8,429-43.7% | $8,071-41.2% | $6,691-29.0% |
| Admin fee / account holder | $115 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |