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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,282 | $217,432-83.3% | $185,849-80.5% | $167,536-78.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.68% | 148.42%-123.7pp | 122.10%-97.4pp | 478.82%-454.1pp |
| Employer contribution / active EE | $5,077 | $5,875-13.6% | $5,169-1.8% | $4,839+4.9% |
| Participant deferral / active EE | $10,619 | $6,357+67.0% | $5,569+90.7% | $6,342+67.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |