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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,645 | $150,445-73.0% | $136,297-70.2% | $147,585-72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.16% | 1049.14%-1025.0pp | 5156.16%-5132.0pp | 578.57%-554.4pp |
| Employer contribution / active EE | $10,480 | $5,256+99.4% | $4,696+123.2% | $4,876+114.9% |
| Participant deferral / active EE | $8,254 | $6,631+24.5% | $6,247+32.1% | $5,439+51.8% |
| Admin fee / account holder | $296 | $10,906-97.3% | $9,244-96.8% | $10,885-97.3% |