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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,562 | $99,017-63.1% | $86,587-57.8% | $147,585-75.2% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 22.54% | 1312.37%-1289.8pp | 964.86%-942.3pp | 578.56%-556.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,763 | $3,972+95.4% | $3,609+115.1% | $5,439+42.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |