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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,593 | $67,823-72.6% | $52,425-64.5% | $137,256-86.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 21.25% | 219.11%-197.9pp | 302.12%-280.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,271 | $1,163+267.2% | $914+367.1% | $4,156+2.8% |
| Participant deferral / active EE | $5,363 | $2,288+134.4% | $1,790+199.5% | $6,407-16.3% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |