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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,582 | $138,114-74.2% | $125,391-71.6% | $134,545-73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 648.58% | 750.88%-102.3pp | 572.41%+76.2pp | 418.37%+230.2pp |
| Employer contribution / active EE | $1,096 | $5,246-79.1% | $4,816-77.2% | $4,742-76.9% |
| Participant deferral / active EE | $5,164 | $7,801-33.8% | $7,448-30.7% | $6,401-19.3% |
| Admin fee / account holder | $35 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |