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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,293 | $159,978-66.7% | $147,041-63.8% | $145,978-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.36%-87.1pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $14,918 | $5,288+182.1% | $4,935+202.3% | $4,662+220.0% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,690+14.0% |
| Admin fee / account holder | $285 | $15,053-98.1% | $13,006-97.8% | $13,400-97.9% |