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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,846 | $171,867-78.6% | $149,718-75.4% | $147,585-75.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.07% | 2113.36%-2091.3pp | 1501.70%-1479.6pp | 578.57%-556.5pp |
| Employer contribution / active EE | $4,043 | $6,275-35.6% | $5,444-25.7% | $4,876-17.1% |
| Participant deferral / active EE | $7,952 | $7,270+9.4% | $6,568+21.1% | $5,439+46.2% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.8% | $10,885-99.7% |