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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,396 | $88,815-44.4% | $81,882-39.7% | $145,897-66.1% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 18.51% | 1033.75%-1015.2pp | 779.47%-761.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,542 | $3,086-50.0% | $2,916-47.1% | $4,663-66.9% |
| Participant deferral / active EE | $2,880 | $4,647-38.0% | $4,323-33.4% | $6,689-56.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |