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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,280 | $109,872-61.5% | $98,483-57.1% | $167,536-74.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 31.05% | 1959.31%-1928.3pp | 1494.38%-1463.3pp | 478.82%-447.8pp |
| Employer contribution / active EE | $5,750 | $3,225+78.3% | $2,961+94.2% | $4,839+18.8% |
| Participant deferral / active EE | $7,365 | $4,673+57.6% | $4,276+72.2% | $6,342+16.1% |
| Admin fee / account holder | $146 | $6,757-97.8% | $5,953-97.5% | $12,315-98.8% |