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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,682 | $96,691-53.8% | $86,656-48.4% | $139,487-68.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.55% | 106.87%-81.3pp | 593.09%-567.5pp | 373.84%-348.3pp |
| Employer contribution / active EE | $4,405 | $3,267+34.8% | $3,025+45.6% | $4,755-7.4% |
| Participant deferral / active EE | $1,972 | $4,838-59.2% | $4,439-55.6% | $6,713-70.6% |
| Admin fee / account holder | $15 | $6,414-99.8% | $5,619-99.7% | $11,407-99.9% |