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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,588 | $160,028-59.0% | $147,080-55.4% | $145,884-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $4,241 | $5,286-19.8% | $4,933-14.0% | $4,662-9.0% |
| Participant deferral / active EE | $5,108 | $8,422-39.4% | $8,066-36.7% | $6,690-23.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |