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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,524 | $99,011-50.0% | $86,582-42.8% | $147,586-66.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 17.40% | 1312.75%-1295.3pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,986 | $3,132+59.2% | $2,839+75.6% | $4,876+2.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |