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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,641 | $209,425-79.6% | $178,499-76.1% | $158,966-73.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.07% | 188.80%-161.7pp | 151.10%-124.0pp | 302.95%-275.9pp |
| Employer contribution / active EE | $11,103 | $5,707+94.5% | $5,011+121.6% | $4,762+133.1% |
| Participant deferral / active EE | $7,336 | $5,955+23.2% | $5,202+41.0% | $5,983+22.6% |
| Admin fee / account holder | $148 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |