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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,877 | $99,011-39.5% | $86,582-30.8% | $147,586-59.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 1312.75%-1293.7pp | 965.08%-946.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,555 | $3,132+13.5% | $2,839+25.2% | $4,876-27.1% |
| Participant deferral / active EE | $7,095 | $3,972+78.6% | $3,609+96.6% | $5,439+30.5% |
| Admin fee / account holder | $18 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |