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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,139 | $202,342-79.2% | $172,753-75.6% | $152,909-72.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 25.91% | 1029.88%-1004.0pp | 803.00%-777.1pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,259 | $5,857-61.4% | $5,144-56.1% | $4,764-52.6% |
| Participant deferral / active EE | $5,901 | $5,948-0.8% | $5,198+13.5% | $5,851+0.9% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |