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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,067 | $226,135-64.6% | $182,558-56.1% | $152,909-47.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.38% | 192.60%-168.2pp | 148.59%-124.2pp | 345.46%-321.1pp |
| Employer contribution / active EE | $5,071 | $4,979+1.9% | $4,076+24.4% | $4,764+6.5% |
| Participant deferral / active EE | $8,665 | $6,371+36.0% | $5,526+56.8% | $5,851+48.1% |
| Admin fee / account holder | $59 | $10,707-99.5% | $8,594-99.3% | $11,601-99.5% |