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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,484 | $217,432-53.8% | $185,851-45.9% | $167,553-40.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.65% | 148.43%-137.8pp | 122.11%-111.5pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,114 | $5,874-64.0% | $5,168-59.1% | $4,840-56.3% |
| Participant deferral / active EE | $4,797 | $6,357-24.5% | $5,569-13.9% | $6,343-24.4% |
| Admin fee / account holder | $52 | $19,820-99.7% | $16,245-99.7% | $12,316-99.6% |