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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,203 | $217,432-74.6% | $185,849-70.3% | $167,536-67.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.42% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $2,802 | $5,875-52.3% | $5,169-45.8% | $4,839-42.1% |
| Participant deferral / active EE | $4,106 | $6,357-35.4% | $5,569-26.3% | $6,342-35.3% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |