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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,160 | $110,551-74.5% | $80,741-65.1% | $167,536-83.2% |
| Participation rate | 94.1% | 64.0%+30.2pp | 54.2%+40.0pp | 82.1%+12.0pp |
| Annual return | 11.94% | 120.57%-108.6pp | 87.30%-75.4pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,803 | $1,543+211.3% | $1,160+314.0% | $4,839-0.7% |
| Participant deferral / active EE | $2,692 | $2,870-6.2% | $2,145+25.5% | $6,342-57.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |