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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,158 | $202,342-80.6% | $172,752-77.3% | $152,897-74.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.47% | 1029.83%-1006.4pp | 802.97%-779.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,672 | $5,858-71.4% | $5,144-67.5% | $4,764-64.9% |
| Participant deferral / active EE | $3,606 | $5,948-39.4% | $5,198-30.6% | $5,851-38.4% |
| Admin fee / account holder | $273 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |