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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,426 | $159,934-41.0% | $147,005-35.8% | $145,959-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.70% | 98.24%-80.5pp | 418.76%-401.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $3,334 | $5,287-36.9% | $4,934-32.4% | $4,661-28.5% |
| Participant deferral / active EE | $9,408 | $8,427+11.6% | $8,070+16.6% | $6,689+40.7% |
| Admin fee / account holder | $97 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |