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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,457 | $88,754-27.4% | $81,820-21.2% | $145,877-55.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 15.32% | 1031.77%-1016.4pp | 777.93%-762.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,580 | $3,085-48.8% | $2,915-45.8% | $4,663-66.1% |
| Participant deferral / active EE | $6,438 | $4,648+38.5% | $4,323+48.9% | $6,691-3.8% |
| Admin fee / account holder | $6 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |