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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,709 | $165,351-62.7% | $149,710-58.8% | $158,931-61.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.58% | 348.19%-325.6pp | 276.63%-254.0pp | 302.86%-280.3pp |
| Employer contribution / active EE | $20,191 | $5,103+295.7% | $4,645+334.7% | $4,761+324.1% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $218 | $10,807-98.0% | $9,309-97.7% | $11,247-98.1% |