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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,413 | $184,000-75.3% | $162,185-72.0% | $152,909-70.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.02% | 150.80%-119.8pp | 115.61%-84.6pp | 345.46%-314.4pp |
| Employer contribution / active EE | $2,887 | $6,370-54.7% | $5,613-48.6% | $4,764-39.4% |
| Participant deferral / active EE | $6,793 | $8,033-15.4% | $7,297-6.9% | $5,851+16.1% |
| Admin fee / account holder | $131 | $13,124-99.0% | $10,844-98.8% | $11,601-98.9% |