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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,803 | $81,763-88.0% | $58,561-83.3% | $139,466-93.0% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 24.36% | 7427.77%-7403.4pp | 4251.33%-4227.0pp | 373.66%-349.3pp |
| Employer contribution / active EE | $3,232 | $1,398+131.1% | $1,053+206.8% | $4,754-32.0% |
| Participant deferral / active EE | $442 | $2,555-82.7% | $1,923-77.0% | $6,712-93.4% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |