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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,255 | $160,070-74.9% | $147,117-72.6% | $145,897-72.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.71% | 98.69%-80.0pp | 420.54%-401.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,966 | $5,285-62.8% | $4,932-60.2% | $4,663-57.8% |
| Participant deferral / active EE | $7,939 | $8,419-5.7% | $8,065-1.6% | $6,689+18.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |