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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,215 | $121,677-46.4% | $104,625-37.7% | $158,966-59.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.73% | 465.58%-446.9pp | 340.60%-321.9pp | 302.95%-284.2pp |
| Employer contribution / active EE | $3,606 | $3,165+13.9% | $2,681+34.5% | $4,762-24.3% |
| Participant deferral / active EE | $4,070 | $4,175-2.5% | $3,738+8.9% | $5,983-32.0% |
| Admin fee / account holder | $72 | $7,777-99.1% | $6,465-98.9% | $11,250-99.4% |