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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,546 | $108,701-89.4% | $74,723-84.5% | $152,909-92.4% |
| Participation rate | 75.0% | 65.4%+9.6pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 41.08% | 114.12%-73.0pp | 753.18%-712.1pp | 345.46%-304.4pp |
| Employer contribution / active EE | $3,670 | $1,504+144.0% | $1,084+238.5% | $4,764-23.0% |
| Participant deferral / active EE | $4,670 | $2,709+72.4% | $1,962+138.1% | $5,851-20.2% |
| Admin fee / account holder | $56 | $4,906-98.9% | $3,335-98.3% | $11,601-99.5% |