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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,114 | $160,040-74.9% | $147,096-72.7% | $145,877-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.00% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.3pp |
| Employer contribution / active EE | $2,941 | $5,289-44.4% | $4,936-40.4% | $4,663-36.9% |
| Participant deferral / active EE | $3,553 | $8,429-57.8% | $8,071-56.0% | $6,691-46.9% |
| Admin fee / account holder | $107 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |