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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,096 | $160,070-72.5% | $147,117-70.0% | $145,897-69.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.42% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,659 | $5,285-49.7% | $4,932-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $6,184 | $8,419-26.6% | $8,065-23.3% | $6,689-7.6% |
| Admin fee / account holder | $259 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |