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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,142 | $160,040-76.8% | $147,096-74.7% | $145,877-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,713 | $5,289-48.7% | $4,936-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $8,455 | $8,429+0.3% | $8,071+4.8% | $6,691+26.4% |
| Admin fee / account holder | $72 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |