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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,731 | $165,361-69.3% | $149,715-66.1% | $158,950-68.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.69% | 348.24%-332.5pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,183 | $5,103-76.8% | $4,645-74.5% | $4,762-75.2% |
| Participant deferral / active EE | $3,790 | $7,182-47.2% | $6,842-44.6% | $5,983-36.6% |
| Admin fee / account holder | $33 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |