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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,308 | $217,427-63.1% | $185,837-56.8% | $167,518-52.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.08% | 148.39%-118.3pp | 122.08%-92.0pp | 478.71%-448.6pp |
| Employer contribution / active EE | $1,225 | $5,874-79.1% | $5,168-76.3% | $4,838-74.7% |
| Participant deferral / active EE | $6,022 | $6,357-5.3% | $5,568+8.1% | $6,342-5.0% |
| Admin fee / account holder | $127 | $19,816-99.4% | $16,241-99.2% | $12,312-99.0% |