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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,051 | $156,927-60.5% | $121,169-48.8% | $139,456-55.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 25.05% | 1475.85%-1450.8pp | 986.71%-961.7pp | 373.45%-348.4pp |
| Employer contribution / active EE | $1,782 | $5,542-67.9% | $4,168-57.3% | $4,753-62.5% |
| Participant deferral / active EE | $5,413 | $4,848+11.6% | $4,083+32.6% | $6,711-19.3% |
| Admin fee / account holder | $87 | $6,946-98.8% | $5,645-98.5% | $11,407-99.2% |