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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,335 | $209,422-72.6% | $178,503-67.9% | $158,982-63.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.83% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $3,899 | $5,707-31.7% | $5,011-22.2% | $4,763-18.1% |
| Participant deferral / active EE | $7,041 | $5,955+18.2% | $5,202+35.3% | $5,983+17.7% |
| Admin fee / account holder | $254 | $17,079-98.5% | $13,987-98.2% | $11,252-97.7% |