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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,491 | $198,457-75.6% | $170,435-71.5% | $147,586-67.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.59% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $4,373 | $6,183-29.3% | $5,432-19.5% | $4,876-10.3% |
| Participant deferral / active EE | $5,884 | $5,629+4.5% | $4,939+19.1% | $5,439+8.2% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |