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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,862 | $105,160-51.6% | $94,679-46.3% | $139,456-63.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.13% | 38.04%-1.9pp | 156.75%-120.6pp | 373.45%-337.3pp |
| Employer contribution / active EE | $2,477 | $4,107-39.7% | $3,673-32.6% | $4,753-47.9% |
| Participant deferral / active EE | $17,421 | $7,599+129.3% | $7,417+134.9% | $6,711+159.6% |
| Admin fee / account holder | $55 | $8,988-99.4% | $7,233-99.2% | $11,407-99.5% |