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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,209 | $160,070-83.0% | $147,117-81.5% | $145,897-81.4% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.45% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,777 | $5,285-9.6% | $4,932-3.2% | $4,663+2.4% |
| Participant deferral / active EE | $6,296 | $8,419-25.2% | $8,065-21.9% | $6,689-5.9% |
| Admin fee / account holder | $265 | $15,035-98.2% | $12,993-98.0% | $13,390-98.0% |