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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,628 | $160,028-76.5% | $147,080-74.4% | $145,884-74.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 49.50% | 98.60%-49.1pp | 420.17%-370.7pp | 551.85%-502.3pp |
| Employer contribution / active EE | $4,122 | $5,286-22.0% | $4,933-16.4% | $4,662-11.6% |
| Participant deferral / active EE | $8,479 | $8,422+0.7% | $8,066+5.1% | $6,690+26.7% |
| Admin fee / account holder | $263 | $15,030-98.2% | $12,989-98.0% | $13,392-98.0% |