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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,723 | $209,874-67.3% | $189,537-63.7% | $167,536-59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.89% | 748.61%-735.7pp | 555.34%-542.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,560 | $6,913-63.0% | $6,161-58.4% | $4,839-47.1% |
| Participant deferral / active EE | $4,781 | $8,934-46.5% | $8,220-41.8% | $6,342-24.6% |
| Admin fee / account holder | $46 | $14,299-99.7% | $12,048-99.6% | $12,315-99.6% |