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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,313 | $150,445-65.9% | $136,297-62.4% | $147,585-65.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 24.60% | 1049.14%-1024.5pp | 5156.16%-5131.6pp | 578.57%-554.0pp |
| Employer contribution / active EE | $3,742 | $5,256-28.8% | $4,696-20.3% | $4,876-23.3% |
| Participant deferral / active EE | $8,281 | $6,631+24.9% | $6,247+32.6% | $5,439+52.3% |
| Admin fee / account holder | $62 | $10,906-99.4% | $9,244-99.3% | $10,885-99.4% |