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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,130 | $217,427-80.6% | $185,837-77.3% | $167,518-74.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.70% | 148.39%-128.7pp | 122.08%-102.4pp | 478.71%-459.0pp |
| Employer contribution / active EE | $3,520 | $5,874-40.1% | $5,168-31.9% | $4,838-27.3% |
| Participant deferral / active EE | $7,433 | $6,357+16.9% | $5,568+33.5% | $6,342+17.2% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |