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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,711 | $159,934-77.0% | $147,005-75.0% | $145,959-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.32% | 98.24%-72.9pp | 418.76%-393.4pp | 561.95%-536.6pp |
| Employer contribution / active EE | $1,865 | $5,287-64.7% | $4,934-62.2% | $4,661-60.0% |
| Participant deferral / active EE | $13,283 | $8,427+57.6% | $8,070+64.6% | $6,689+98.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |