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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,286 | $176,120-78.3% | $159,487-76.0% | $167,553-77.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.98% | 331.95%-317.0pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $2,120 | $5,299-60.0% | $4,831-56.1% | $4,840-56.2% |
| Participant deferral / active EE | $8,687 | $7,752+12.1% | $7,354+18.1% | $6,343+37.0% |
| Admin fee / account holder | $222 | $12,561-98.2% | $10,804-97.9% | $12,316-98.2% |