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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,073 | $160,040-69.3% | $147,096-66.6% | $145,877-66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $4,529 | $5,289-14.4% | $4,936-8.3% | $4,663-2.9% |
| Participant deferral / active EE | $20,455 | $8,429+142.7% | $8,071+153.4% | $6,691+205.7% |
| Admin fee / account holder | $240 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |