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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,307 | $96,388-80.0% | $80,627-76.1% | $139,466-86.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 33.24% | 1352.08%-1318.8pp | 936.76%-903.5pp | 373.66%-340.4pp |
| Employer contribution / active EE | $6,725 | $3,260+106.3% | $2,723+147.0% | $4,754+41.5% |
| Participant deferral / active EE | $3,399 | $5,224-34.9% | $4,443-23.5% | $6,712-49.4% |
| Admin fee / account holder | $138 | $6,603-97.9% | $5,381-97.4% | $11,409-98.8% |