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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,931 | $159,934-39.4% | $147,005-34.1% | $145,959-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 98.24%-81.6pp | 418.76%-402.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,599 | $5,287-50.8% | $4,934-47.3% | $4,661-44.2% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |