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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,178 | $159,978-80.5% | $147,041-78.8% | $145,978-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $5,839 | $5,288+10.4% | $4,935+18.3% | $4,662+25.3% |
| Participant deferral / active EE | $14,525 | $8,429+72.3% | $8,071+80.0% | $6,690+117.1% |
| Admin fee / account holder | $149 | $15,053-99.0% | $13,006-98.9% | $13,400-98.9% |