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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,487 | $209,405-72.5% | $178,486-67.8% | $158,931-63.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.99% | 188.77%-172.8pp | 151.08%-135.1pp | 302.86%-286.9pp |
| Employer contribution / active EE | $4,000 | $5,707-29.9% | $5,011-20.2% | $4,761-16.0% |
| Participant deferral / active EE | $5,075 | $5,954-14.8% | $5,202-2.4% | $5,982-15.2% |
| Admin fee / account holder | $132 | $17,076-99.2% | $13,985-99.1% | $11,247-98.8% |