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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,861 | $226,046-77.5% | $182,508-72.1% | $152,870-66.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.47% | 192.52%-169.1pp | 148.54%-125.1pp | 345.34%-321.9pp |
| Employer contribution / active EE | $3,353 | $4,977-32.6% | $4,075-17.7% | $4,763-29.6% |
| Participant deferral / active EE | $3,353 | $6,368-47.3% | $5,525-39.3% | $5,850-42.7% |
| Admin fee / account holder | $108 | $10,704-99.0% | $8,592-98.7% | $11,597-99.1% |