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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,754 | $88,778-19.2% | $81,844-12.3% | $145,884-50.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.00% | 1033.03%-1012.0pp | 778.87%-757.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $3,705 | $3,087+20.0% | $2,916+27.1% | $4,662-20.5% |
| Participant deferral / active EE | $1,749 | $4,648-62.4% | $4,323-59.6% | $6,690-73.9% |
| Admin fee / account holder | $282 | $8,430-96.7% | $7,355-96.2% | $13,392-97.9% |