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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,548 | $118,708-43.9% | $98,920-32.7% | $158,982-58.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.82% | 372.49%-342.7pp | 196.47%-166.6pp | 302.99%-273.2pp |
| Employer contribution / active EE | $2,977 | $3,334-10.7% | $2,689+10.7% | $4,763-37.5% |
| Participant deferral / active EE | $4,765 | $5,089-6.4% | $4,245+12.2% | $5,983-20.4% |
| Admin fee / account holder | $32 | $10,134-99.7% | $6,643-99.5% | $11,252-99.7% |