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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,665 | $68,097-75.5% | $62,929-73.5% | $137,256-87.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 332.52% | 1859.11%-1526.6pp | 1063.93%-731.4pp | 220.34%+112.2pp |
| Employer contribution / active EE | $5,002 | $2,811+78.0% | $2,505+99.7% | $4,156+20.4% |
| Participant deferral / active EE | $5,034 | $4,553+10.6% | $3,888+29.5% | $6,407-21.4% |
| Admin fee / account holder | $67 | $6,521-99.0% | $5,065-98.7% | $12,270-99.5% |