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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,668 | $167,362-75.7% | $143,799-71.7% | $134,532-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 385.25% | 0.47%+384.8pp | -0.04%+385.3pp | 418.27%-33.0pp |
| Employer contribution / active EE | $5,190 | $5,620-7.7% | $4,952+4.8% | $4,741+9.5% |
| Participant deferral / active EE | $3,628 | $6,447-43.7% | $5,638-35.7% | $6,401-43.3% |
| Admin fee / account holder | $52 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |