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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,875 | $160,040-75.7% | $147,096-73.6% | $145,877-73.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.63% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,023 | $5,289-5.0% | $4,936+1.8% | $4,663+7.7% |
| Participant deferral / active EE | $15,085 | $8,429+79.0% | $8,071+86.9% | $6,691+125.5% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |