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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,135 | $176,071-72.7% | $159,450-69.8% | $167,497-71.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 331.79%-318.9pp | 263.60%-250.7pp | 478.62%-465.8pp |
| Employer contribution / active EE | $4,082 | $5,298-22.9% | $4,830-15.5% | $4,838-15.6% |
| Participant deferral / active EE | $9,180 | $7,750+18.5% | $7,352+24.9% | $6,341+44.8% |
| Admin fee / account holder | $221 | $12,555-98.2% | $10,800-98.0% | $12,310-98.2% |