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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,456 | $160,040-59.1% | $147,096-55.5% | $145,877-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,960 | $5,289-44.0% | $4,936-40.0% | $4,663-36.5% |
| Participant deferral / active EE | $4,100 | $8,429-51.4% | $8,071-49.2% | $6,691-38.7% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |