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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,998 | $175,259-83.5% | $149,723-80.6% | $139,487-79.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.06% | 166.82%-149.8pp | 134.50%-117.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $4,310 | $5,478-21.3% | $4,821-10.6% | $4,755-9.4% |
| Participant deferral / active EE | $3,112 | $6,522-52.3% | $5,682-45.2% | $6,713-53.6% |
| Admin fee / account holder | $27 | $16,158-99.8% | $13,215-99.8% | $11,407-99.8% |