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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,999 | $156,927-72.6% | $121,169-64.5% | $139,456-69.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.56% | 1475.85%-1457.3pp | 986.71%-968.2pp | 373.45%-354.9pp |
| Employer contribution / active EE | $7,144 | $5,542+28.9% | $4,168+71.4% | $4,753+50.3% |
| Participant deferral / active EE | $5,780 | $4,848+19.2% | $4,083+41.6% | $6,711-13.9% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |