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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,191 | $209,428-81.8% | $178,498-78.6% | $158,950-76.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.54% | 188.78%-168.2pp | 151.09%-130.6pp | 302.91%-282.4pp |
| Employer contribution / active EE | $2,742 | $5,707-52.0% | $5,011-45.3% | $4,762-42.4% |
| Participant deferral / active EE | $4,993 | $5,955-16.2% | $5,202-4.0% | $5,983-16.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |