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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,764 | $180,459-76.9% | $154,108-72.9% | $135,380-69.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.49% | 888.21%-878.7pp | 735.21%-725.7pp | 519.81%-510.3pp |
| Employer contribution / active EE | $4,347 | $6,035-28.0% | $5,298-17.9% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |