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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,632 | $68,097-31.5% | $62,929-25.9% | $137,256-66.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.12% | 1859.11%-1837.0pp | 1063.93%-1041.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,633 | $2,811+29.3% | $2,505+45.1% | $4,156-12.6% |
| Participant deferral / active EE | $5,946 | $4,553+30.6% | $3,888+52.9% | $6,407-7.2% |
| Admin fee / account holder | $286 | $6,521-95.6% | $5,065-94.3% | $12,270-97.7% |