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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,885 | $99,031-59.7% | $86,597-53.9% | $147,585-73.0% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 23.47% | 1312.56%-1289.1pp | 964.96%-941.5pp | 578.57%-555.1pp |
| Employer contribution / active EE | $1,290 | $3,132-58.8% | $2,840-54.6% | $4,876-73.5% |
| Participant deferral / active EE | $4,909 | $3,972+23.6% | $3,609+36.0% | $5,439-9.7% |
| Admin fee / account holder | $63 | $5,711-98.9% | $4,906-98.7% | $10,885-99.4% |