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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,606 | $202,342-82.4% | $172,753-79.4% | $152,909-76.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.90% | 1029.88%-1004.0pp | 803.00%-777.1pp | 345.46%-319.6pp |
| Employer contribution / active EE | $12,441 | $5,857+112.4% | $5,144+141.9% | $4,764+161.2% |
| Participant deferral / active EE | $8,443 | $5,948+41.9% | $5,198+62.4% | $5,851+44.3% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |