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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,915 | $202,342-80.8% | $172,752-77.5% | $152,897-74.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.56% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,294 | $5,858-60.8% | $5,144-55.4% | $4,764-51.9% |
| Participant deferral / active EE | $3,967 | $5,948-33.3% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |