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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,499 | $198,462-80.1% | $170,439-76.8% | $147,585-73.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.53% | 257.30%-231.8pp | 205.94%-180.4pp | 578.58%-553.1pp |
| Employer contribution / active EE | $3,108 | $6,184-49.7% | $5,433-42.8% | $4,876-36.3% |
| Participant deferral / active EE | $5,186 | $5,629-7.9% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |