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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,854 | $175,259-77.8% | $149,723-74.0% | $139,487-72.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.63% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,906 | $5,478-28.7% | $4,821-19.0% | $4,755-17.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $225 | $16,158-98.6% | $13,215-98.3% | $11,407-98.0% |