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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,348 | $160,070-64.8% | $147,117-61.7% | $145,897-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.27% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $5,538 | $5,285+4.8% | $4,932+12.3% | $4,663+18.8% |
| Participant deferral / active EE | $3,131 | $8,419-62.8% | $8,065-61.2% | $6,689-53.2% |
| Admin fee / account holder | $25 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |