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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,353 | $160,040-87.9% | $147,096-86.8% | $145,877-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 270.75% | 98.49%+172.3pp | 419.75%-149.0pp | 551.28%-280.5pp |
| Employer contribution / active EE | $1,706 | $5,289-67.7% | $4,936-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $16,785 | $8,429+99.1% | $8,071+108.0% | $6,691+150.9% |
| Admin fee / account holder | $256 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |