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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,364 | $209,425-76.9% | $178,499-72.9% | $158,966-69.6% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 58.50% | 188.80%-130.3pp | 151.10%-92.6pp | 302.95%-244.4pp |
| Employer contribution / active EE | $1,263 | $5,707-77.9% | $5,011-74.8% | $4,762-73.5% |
| Participant deferral / active EE | $4,045 | $5,955-32.1% | $5,202-22.3% | $5,983-32.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |