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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,102 | $160,028-77.4% | $147,080-75.5% | $145,884-75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,157 | $5,286-40.3% | $4,933-36.0% | $4,662-32.3% |
| Participant deferral / active EE | $9,438 | $8,422+12.1% | $8,066+17.0% | $6,690+41.1% |
| Admin fee / account holder | $45 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |