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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,645 | $202,440-81.9% | $169,390-78.4% | $139,466-73.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.36% | 532.36%-510.0pp | 406.07%-383.7pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,145 | $4,693-54.3% | $4,013-46.6% | $4,754-54.9% |
| Participant deferral / active EE | $11,072 | $6,940+59.5% | $6,222+77.9% | $6,712+65.0% |
| Admin fee / account holder | $50 | $10,722-99.5% | $9,015-99.4% | $11,409-99.6% |