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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,532 | $102,663-62.5% | $86,216-55.3% | $139,466-72.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.37% | 1924.52%-1895.1pp | 1169.42%-1140.0pp | 373.66%-344.3pp |
| Employer contribution / active EE | $5,869 | $3,035+93.4% | $2,382+146.4% | $4,754+23.5% |
| Participant deferral / active EE | $13,290 | $4,677+184.1% | $3,986+233.4% | $6,712+98.0% |
| Admin fee / account holder | $36 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |