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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,349 | $171,867-78.3% | $149,721-75.1% | $147,586-74.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.06% | 2113.36%-2089.3pp | 1501.67%-1477.6pp | 578.59%-554.5pp |
| Employer contribution / active EE | $7,339 | $6,275+17.0% | $5,444+34.8% | $4,876+50.5% |
| Participant deferral / active EE | $5,588 | $7,270-23.1% | $6,568-14.9% | $5,439+2.7% |
| Admin fee / account holder | $248 | $13,799-98.2% | $11,282-97.8% | $10,886-97.7% |