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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,585 | $129,737-81.1% | $119,126-79.4% | $154,746-84.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 19.03% | 379.08%-360.0pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,551 | $5,842-22.1% | $5,318-14.4% | $6,730-32.4% |
| Admin fee / account holder | $30 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |