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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,939 | $159,978-78.2% | $147,041-76.2% | $145,978-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 98.36%-88.4pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $5,750 | $5,288+8.7% | $4,935+16.5% | $4,662+23.3% |
| Participant deferral / active EE | $12,000 | $8,429+42.4% | $8,071+48.7% | $6,690+79.4% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |