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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,362 | $209,847-81.2% | $189,520-79.2% | $167,518-76.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.50% | 748.45%-723.9pp | 555.25%-530.7pp | 478.71%-454.2pp |
| Employer contribution / active EE | $2,529 | $6,913-63.4% | $6,161-59.0% | $4,838-47.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $251 | $14,295-98.2% | $12,046-97.9% | $12,312-98.0% |