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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,293 | $135,956-63.0% | $123,894-59.4% | $273,972-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 413.25% | 56.63%+356.6pp | 47.52%+365.7pp | 41.46%+371.8pp |
| Employer contribution / active EE | $8,698 | $5,170+68.3% | $4,617+88.4% | $4,869+78.7% |
| Participant deferral / active EE | $4,738 | $6,343-25.3% | $5,984-20.8% | $5,287-10.4% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |