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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,158 | $180,749-59.0% | $160,784-53.9% | $137,256-46.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 28.84% | 2234.46%-2205.6pp | 1803.92%-1775.1pp | 220.34%-191.5pp |
| Employer contribution / active EE | $6,152 | $4,155+48.1% | $3,733+64.8% | $4,156+48.0% |
| Participant deferral / active EE | $7,054 | $6,844+3.1% | $6,293+12.1% | $6,407+10.1% |
| Admin fee / account holder | $240 | $10,397-97.7% | $9,717-97.5% | $12,270-98.0% |