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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,546 | $202,326-58.2% | $172,745-51.1% | $152,870-44.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.45% | 1029.72%-1009.3pp | 802.90%-782.4pp | 345.34%-324.9pp |
| Employer contribution / active EE | $2,505 | $5,858-57.2% | $5,144-51.3% | $4,763-47.4% |
| Participant deferral / active EE | $5,430 | $5,948-8.7% | $5,197+4.5% | $5,850-7.2% |
| Admin fee / account holder | $60 | $17,110-99.6% | $13,954-99.6% | $11,597-99.5% |