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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,418 | $183,978-64.4% | $162,171-59.7% | $152,885-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.40% | 150.78%-129.4pp | 115.60%-94.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $25,936 | $6,370+307.2% | $5,613+362.1% | $4,763+444.5% |
| Participant deferral / active EE | $18,337 | $8,033+128.3% | $7,297+151.3% | $5,851+213.4% |
| Admin fee / account holder | $10 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |