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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,470 | $196,972-83.0% | $182,262-81.6% | $198,609-83.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.06% | 158.27%-136.2pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $2,717 | $5,364-49.3% | $5,046-46.1% | $5,055-46.2% |
| Participant deferral / active EE | $9,819 | $8,643+13.6% | $8,276+18.6% | $6,977+40.7% |
| Admin fee / account holder | $38 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |