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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,220 | $99,031-57.4% | $86,597-51.2% | $147,585-71.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 26.10% | 1312.56%-1286.5pp | 964.96%-938.9pp | 578.57%-552.5pp |
| Employer contribution / active EE | $3,276 | $3,132+4.6% | $2,840+15.4% | $4,876-32.8% |
| Participant deferral / active EE | $5,172 | $3,972+30.2% | $3,609+43.3% | $5,439-4.9% |
| Admin fee / account holder | $94 | $5,711-98.3% | $4,906-98.1% | $10,885-99.1% |