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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,836 | $102,595-49.5% | $94,057-44.9% | $154,746-66.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.05% | 583.42%-560.4pp | 480.62%-457.6pp | 172.34%-149.3pp |
| Employer contribution / active EE | $3,479 | $3,147+10.5% | $2,933+18.6% | $4,379-20.6% |
| Participant deferral / active EE | $7,605 | $5,118+48.6% | $4,709+61.5% | $6,730+13.0% |
| Admin fee / account holder | $218 | $7,736-97.2% | $7,244-97.0% | $14,365-98.5% |