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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,328 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,394 | $5,285-16.9% | $4,932-10.9% | $4,663-5.8% |
| Participant deferral / active EE | $6,525 | $8,419-22.5% | $8,065-19.1% | $6,689-2.5% |
| Admin fee / account holder | $265 | $15,035-98.2% | $12,993-98.0% | $13,390-98.0% |