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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,126 | $169,161-47.3% | $129,295-31.1% | $145,959-38.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.89% | 14348.07%-14336.2pp | 9429.28%-9417.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $15,760 | $5,543+184.3% | $4,157+279.1% | $4,661+238.1% |
| Participant deferral / active EE | $6,656 | $4,989+33.4% | $4,169+59.7% | $6,689-0.5% |
| Admin fee / account holder | $249 | $9,878-97.5% | $7,665-96.8% | $13,398-98.1% |