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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,754 | $160,040-80.2% | $147,096-78.4% | $145,877-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,268 | $5,289-38.2% | $4,936-33.8% | $4,663-29.9% |
| Participant deferral / active EE | $7,366 | $8,429-12.6% | $8,071-8.7% | $6,691+10.1% |
| Admin fee / account holder | $59 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |