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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,738 | $148,623-74.6% | $135,974-72.2% | $139,466-72.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.51% | 79.30%-32.8pp | 68.30%-21.8pp | 373.66%-327.1pp |
| Employer contribution / active EE | $8,212 | $5,246+56.5% | $4,859+69.0% | $4,754+72.7% |
| Participant deferral / active EE | $10,745 | $8,103+32.6% | $7,760+38.5% | $6,712+60.1% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |