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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,877 | $162,529-88.4% | $130,788-85.6% | $154,746-87.8% |
| Participation rate | 90.9% | 75.9%+15.1pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 23.30% | 510.48%-487.2pp | 386.44%-363.1pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,116 | $4,447-74.9% | $3,558-68.6% | $4,379-74.5% |
| Participant deferral / active EE | $4,132 | $4,808-14.1% | $4,137-0.1% | $6,730-38.6% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |