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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,645 | $102,663+17.5% | $86,216+39.9% | $139,466-13.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.79% | 1924.52%-1900.7pp | 1169.42%-1145.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,208 | $3,035-60.2% | $2,382-49.3% | $4,754-74.6% |
| Participant deferral / active EE | $23,754 | $4,677+407.8% | $3,986+495.9% | $6,712+253.9% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |