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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,297 | $160,028-65.4% | $147,080-62.4% | $145,884-62.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 52.60% | 98.60%-46.0pp | 420.17%-367.6pp | 551.85%-499.2pp |
| Employer contribution / active EE | $2,099 | $5,286-60.3% | $4,933-57.5% | $4,662-55.0% |
| Participant deferral / active EE | $13,620 | $8,422+61.7% | $8,066+68.8% | $6,690+103.6% |
| Admin fee / account holder | $89 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |