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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,589 | $160,040-59.6% | $147,096-56.1% | $145,877-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.68% | 98.49%-67.8pp | 419.75%-389.1pp | 551.28%-520.6pp |
| Employer contribution / active EE | $14,776 | $5,289+179.3% | $4,936+199.4% | $4,663+216.9% |
| Participant deferral / active EE | $16,345 | $8,429+93.9% | $8,071+102.5% | $6,691+144.3% |
| Admin fee / account holder | $26 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |