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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,383 | $159,934-75.4% | $147,005-73.2% | $145,959-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,926 | $5,287-63.6% | $4,934-61.0% | $4,661-58.7% |
| Participant deferral / active EE | $11,412 | $8,427+35.4% | $8,070+41.4% | $6,689+70.6% |
| Admin fee / account holder | $152 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |