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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,735 | $190,862-91.2% | $159,991-89.5% | $134,509-87.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 39.17% | 552.59%-513.4pp | 408.82%-369.7pp | 418.13%-379.0pp |
| Employer contribution / active EE | $2,133 | $4,995-57.3% | $4,225-49.5% | $4,741-55.0% |
| Participant deferral / active EE | $2,133 | $6,924-69.2% | $6,183-65.5% | $6,400-66.7% |
| Admin fee / account holder | $145 | $10,495-98.6% | $8,715-98.3% | $11,427-98.7% |