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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,793 | $160,040-57.6% | $147,096-53.9% | $145,877-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.52% | 98.49%-73.0pp | 419.75%-394.2pp | 551.28%-525.8pp |
| Employer contribution / active EE | $35,000 | $5,289+561.7% | $4,936+609.1% | $4,663+650.6% |
| Participant deferral / active EE | $25,340 | $8,429+200.6% | $8,071+214.0% | $6,691+278.7% |
| Admin fee / account holder | $116 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |