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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,415 | $202,326-76.1% | $172,745-72.0% | $152,870-68.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.02% | 1029.72%-1007.7pp | 802.90%-780.9pp | 345.34%-323.3pp |
| Employer contribution / active EE | $2,757 | $5,858-52.9% | $5,144-46.4% | $4,763-42.1% |
| Participant deferral / active EE | $6,996 | $5,948+17.6% | $5,197+34.6% | $5,850+19.6% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |