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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,019 | $160,028-85.6% | $147,080-84.3% | $145,884-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,720 | $5,286-67.5% | $4,933-65.1% | $4,662-63.1% |
| Participant deferral / active EE | $4,565 | $8,422-45.8% | $8,066-43.4% | $6,690-31.8% |
| Admin fee / account holder | $159 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |