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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,022 | $109,905-83.6% | $98,506-81.7% | $167,553-89.2% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 19.33% | 1960.20%-1940.9pp | 1494.92%-1475.6pp | 478.89%-459.6pp |
| Employer contribution / active EE | $1,502 | $3,226-53.4% | $2,961-49.3% | $4,840-69.0% |
| Participant deferral / active EE | $4,505 | $4,674-3.6% | $4,277+5.3% | $6,343-29.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |