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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,801 | $99,011-75.0% | $86,582-71.4% | $147,586-83.2% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 15.24% | 1312.75%-1297.5pp | 965.08%-949.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,141 | $3,132-63.6% | $2,839-59.8% | $4,876-76.6% |
| Participant deferral / active EE | $1,477 | $3,972-62.8% | $3,609-59.1% | $5,439-72.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |