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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,276 | $88,778-78.3% | $81,844-76.4% | $145,884-86.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 20.91% | 1033.03%-1012.1pp | 778.87%-758.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $4,203 | $3,087+36.1% | $2,916+44.1% | $4,662-9.9% |
| Participant deferral / active EE | $9,749 | $4,648+109.7% | $4,323+125.5% | $6,690+45.7% |
| Admin fee / account holder | $244 | $8,430-97.1% | $7,355-96.7% | $13,392-98.2% |