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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,738 | $104,520-87.8% | $76,823-83.4% | $152,885-91.7% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.5%-4.7pp |
| Annual return | 35.17% | 1014.03%-978.9pp | 1166.42%-1131.3pp | 345.39%-310.2pp |
| Employer contribution / active EE | $1,512 | $3,117-51.5% | $2,302-34.3% | $4,763-68.3% |
| Participant deferral / active EE | $4,111 | $4,236-2.9% | $3,336+23.3% | $5,851-29.7% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |