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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,399 | $175,231-71.8% | $149,696-67.0% | $139,466-64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.61% | 166.77%-138.2pp | 134.46%-105.8pp | 373.66%-345.0pp |
| Employer contribution / active EE | $4,921 | $5,478-10.2% | $4,821+2.1% | $4,754+3.5% |
| Participant deferral / active EE | $14,988 | $6,521+129.8% | $5,682+163.8% | $6,712+123.3% |
| Admin fee / account holder | $57 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |