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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,391 | $175,257-73.0% | $149,717-68.3% | $139,456-66.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,438 | $5,477-55.5% | $4,820-49.4% | $4,753-48.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $230 | $16,156-98.6% | $13,213-98.3% | $11,407-98.0% |