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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,634 | $171,865-74.0% | $149,718-70.2% | $147,585-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.74% | 2113.29%-2086.6pp | 1501.67%-1474.9pp | 578.56%-551.8pp |
| Employer contribution / active EE | $10,800 | $6,275+72.1% | $5,445+98.4% | $4,876+121.5% |
| Participant deferral / active EE | $13,575 | $7,270+86.7% | $6,569+106.7% | $5,439+149.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |