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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,172 | $160,040-69.9% | $147,096-67.3% | $145,877-67.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.53% | 98.49%-80.0pp | 419.75%-401.2pp | 551.28%-532.8pp |
| Employer contribution / active EE | $4,512 | $5,289-14.7% | $4,936-8.6% | $4,663-3.2% |
| Participant deferral / active EE | $12,479 | $8,429+48.1% | $8,071+54.6% | $6,691+86.5% |
| Admin fee / account holder | $233 | $15,050-98.4% | $13,005-98.2% | $13,402-98.3% |