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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,396 | $175,231-83.2% | $149,696-80.4% | $139,466-78.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.56% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $10,162 | $5,478+85.5% | $4,821+110.8% | $4,754+113.8% |
| Participant deferral / active EE | $9,415 | $6,521+44.4% | $5,682+65.7% | $6,712+40.3% |
| Admin fee / account holder | $260 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |