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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,963 | $160,040-16.9% | $147,096-9.6% | $145,877-8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,072 | $5,289-41.9% | $4,936-37.8% | $4,663-34.1% |
| Participant deferral / active EE | $3,072 | $8,429-63.6% | $8,071-61.9% | $6,691-54.1% |
| Admin fee / account holder | $32 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |