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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,727 | $95,580-76.2% | $76,872-70.4% | $139,466-83.7% |
| Participation rate | 73.7% | 74.0%-0.3pp | 69.6%+4.1pp | 80.3%-6.6pp |
| Annual return | 279.04% | 55.00%+224.0pp | 37.90%+241.1pp | 373.66%-94.6pp |
| Employer contribution / active EE | $2,838 | $3,145-9.7% | $2,533+12.0% | $4,754-40.3% |
| Participant deferral / active EE | $5,372 | $4,623+16.2% | $3,832+40.2% | $6,712-20.0% |
| Admin fee / account holder | $138 | $8,302-98.3% | $5,476-97.5% | $11,409-98.8% |