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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,670 | $202,342-81.4% | $172,752-78.2% | $152,897-75.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.10% | 1029.83%-1013.7pp | 802.97%-786.9pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,957 | $5,858-66.6% | $5,144-62.0% | $4,764-58.9% |
| Participant deferral / active EE | $2,888 | $5,948-51.5% | $5,198-44.4% | $5,851-50.7% |
| Admin fee / account holder | $211 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |