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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,813 | $149,040-48.5% | $120,225-36.1% | $137,256-44.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.39% | 605.68%-578.3pp | 439.23%-411.8pp | 220.34%-193.0pp |
| Employer contribution / active EE | $4,037 | $4,350-7.2% | $3,475+16.2% | $4,156-2.9% |
| Participant deferral / active EE | $18,280 | $4,655+292.7% | $3,999+357.1% | $6,407+185.3% |
| Admin fee / account holder | $62 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |