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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,193 | $176,120-48.2% | $159,487-42.8% | $167,553-45.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 308577.78% | 331.95%+308245.8pp | 263.71%+308314.1pp | 478.89%+308098.9pp |
| Employer contribution / active EE | $7,438 | $5,299+40.4% | $4,831+54.0% | $4,840+53.7% |
| Participant deferral / active EE | $8,349 | $7,752+7.7% | $7,354+13.5% | $6,343+31.6% |
| Admin fee / account holder | $51 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |