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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,264 | $160,070-74.2% | $147,117-72.0% | $145,897-71.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.22% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $4,411 | $5,285-16.5% | $4,932-10.6% | $4,663-5.4% |
| Participant deferral / active EE | $7,153 | $8,419-15.0% | $8,065-11.3% | $6,689+6.9% |
| Admin fee / account holder | $191 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |