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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,682 | $183,988-64.3% | $162,177-59.5% | $152,897-57.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.21% | 150.79%-125.6pp | 115.60%-90.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,529 | $6,370-76.0% | $5,613-72.8% | $4,764-67.9% |
| Participant deferral / active EE | $12,870 | $8,032+60.2% | $7,297+76.4% | $5,851+120.0% |
| Admin fee / account holder | $29 | $13,123-99.8% | $10,843-99.7% | $11,599-99.7% |