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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,950 | $160,040-67.5% | $147,096-64.7% | $145,877-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.54% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,583 | $5,289+24.5% | $4,936+33.4% | $4,663+41.2% |
| Participant deferral / active EE | $10,793 | $8,429+28.1% | $8,071+33.7% | $6,691+61.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |