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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,198 | $209,425-73.2% | $178,499-68.5% | $158,966-64.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.22% | 188.80%-168.6pp | 151.10%-130.9pp | 302.95%-282.7pp |
| Employer contribution / active EE | $1,976 | $5,707-65.4% | $5,011-60.6% | $4,762-58.5% |
| Participant deferral / active EE | $2,824 | $5,955-52.6% | $5,202-45.7% | $5,983-52.8% |
| Admin fee / account holder | $182 | $17,078-98.9% | $13,986-98.7% | $11,250-98.4% |