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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,037 | $217,427-67.3% | $185,837-61.8% | $167,518-57.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.89% | 148.39%-124.5pp | 122.08%-98.2pp | 478.71%-454.8pp |
| Employer contribution / active EE | $22,299 | $5,874+279.6% | $5,168+331.5% | $4,838+360.9% |
| Participant deferral / active EE | $10,794 | $6,357+69.8% | $5,568+93.8% | $6,342+70.2% |
| Admin fee / account holder | $19 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |