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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,642 | $160,028-85.2% | $147,080-83.9% | $145,884-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 60.61% | 98.60%-38.0pp | 420.17%-359.6pp | 551.85%-491.2pp |
| Employer contribution / active EE | $3,815 | $5,286-27.8% | $4,933-22.7% | $4,662-18.2% |
| Participant deferral / active EE | $4,708 | $8,422-44.1% | $8,066-41.6% | $6,690-29.6% |
| Admin fee / account holder | $78 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |