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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,515 | $184,000-73.1% | $162,185-69.5% | $152,909-67.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 32.97% | 150.80%-117.8pp | 115.61%-82.6pp | 345.46%-312.5pp |
| Employer contribution / active EE | $3,768 | $6,370-40.8% | $5,613-32.9% | $4,764-20.9% |
| Participant deferral / active EE | $8,208 | $8,033+2.2% | $7,297+12.5% | $5,851+40.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |