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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,871 | $209,874-82.4% | $189,537-80.5% | $167,536-78.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 748.61%-733.7pp | 555.34%-540.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $20,914 | $6,913+202.5% | $6,161+239.5% | $4,839+332.2% |
| Participant deferral / active EE | $10,933 | $8,934+22.4% | $8,220+33.0% | $6,342+72.4% |
| Admin fee / account holder | $277 | $14,299-98.1% | $12,048-97.7% | $12,315-97.8% |