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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,248 | $209,847-84.2% | $189,520-82.5% | $167,518-80.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.02% | 748.45%-726.4pp | 555.25%-533.2pp | 478.71%-456.7pp |
| Employer contribution / active EE | $5,064 | $6,913-26.7% | $6,161-17.8% | $4,838+4.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |