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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,903 | $202,342-71.9% | $172,753-67.1% | $152,909-62.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.83% | 1029.88%-1008.0pp | 803.00%-781.2pp | 345.46%-323.6pp |
| Employer contribution / active EE | $10,414 | $5,857+77.8% | $5,144+102.4% | $4,764+118.6% |
| Participant deferral / active EE | $6,099 | $5,948+2.5% | $5,198+17.3% | $5,851+4.2% |
| Admin fee / account holder | $254 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |