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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,357 | $160,040-62.3% | $147,096-59.0% | $145,877-58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.22% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $7,603 | $5,289+43.7% | $4,936+54.0% | $4,663+63.1% |
| Participant deferral / active EE | $10,778 | $8,429+27.9% | $8,071+33.5% | $6,691+61.1% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |