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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,271 | $217,432-79.2% | $185,849-75.6% | $167,536-73.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.08% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $5,066 | $5,875-13.8% | $5,169-2.0% | $4,839+4.7% |
| Participant deferral / active EE | $2,715 | $6,357-57.3% | $5,569-51.2% | $6,342-57.2% |
| Admin fee / account holder | $157 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |