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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,018 | $183,988-81.0% | $162,177-78.4% | $152,897-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.87% | 150.79%-114.9pp | 115.60%-79.7pp | 345.43%-309.6pp |
| Employer contribution / active EE | $10,835 | $6,370+70.1% | $5,613+93.0% | $4,764+127.5% |
| Participant deferral / active EE | $9,248 | $8,032+15.1% | $7,297+26.7% | $5,851+58.1% |
| Admin fee / account holder | $235 | $13,123-98.2% | $10,843-97.8% | $11,599-98.0% |