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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,007 | $202,345-43.7% | $172,755-34.0% | $152,885-25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.40% | 1029.77%-1004.4pp | 802.94%-777.5pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,511 | $5,858-74.2% | $5,144-70.6% | $4,763-68.3% |
| Participant deferral / active EE | $3,421 | $5,948-42.5% | $5,198-34.2% | $5,851-41.5% |
| Admin fee / account holder | $181 | $17,111-98.9% | $13,955-98.7% | $11,598-98.4% |