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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,153 | $196,972-61.8% | $182,262-58.8% | $198,609-62.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.41% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $4,311 | $5,364-19.6% | $5,046-14.6% | $5,055-14.7% |
| Participant deferral / active EE | $12,950 | $8,643+49.8% | $8,276+56.5% | $6,977+85.6% |
| Admin fee / account holder | $75 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |