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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,676 | $160,040-68.3% | $147,096-65.5% | $145,877-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,889 | $5,289-26.5% | $4,936-21.2% | $4,663-16.6% |
| Participant deferral / active EE | $7,989 | $8,429-5.2% | $8,071-1.0% | $6,691+19.4% |
| Admin fee / account holder | $7 | $15,050-100.0% | $13,005-99.9% | $13,402-99.9% |