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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,017 | $202,440-85.7% | $169,390-82.9% | $139,466-79.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.59% | 532.36%-500.8pp | 406.07%-374.5pp | 373.66%-342.1pp |
| Employer contribution / active EE | $6,159 | $4,693+31.2% | $4,013+53.5% | $4,754+29.5% |
| Participant deferral / active EE | $6,159 | $6,940-11.3% | $6,222-1.0% | $6,712-8.2% |
| Admin fee / account holder | $155 | $10,722-98.6% | $9,015-98.3% | $11,409-98.6% |