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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,435 | $209,428-81.2% | $178,498-77.9% | $158,950-75.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.30% | 188.78%-162.5pp | 151.09%-124.8pp | 302.91%-276.6pp |
| Employer contribution / active EE | $13,437 | $5,707+135.4% | $5,011+168.1% | $4,762+182.2% |
| Participant deferral / active EE | $9,078 | $5,955+52.4% | $5,202+74.5% | $5,983+51.7% |
| Admin fee / account holder | $3 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |