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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,238 | $160,070-69.2% | $147,117-66.5% | $145,897-66.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.18% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,631 | $5,285+63.3% | $4,932+75.0% | $4,663+85.1% |
| Participant deferral / active EE | $7,110 | $8,419-15.5% | $8,065-11.8% | $6,689+6.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |