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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,035 | $150,447-66.1% | $136,298-62.6% | $147,586-65.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.34% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.3pp |
| Employer contribution / active EE | $3,491 | $5,256-33.6% | $4,696-25.6% | $4,876-28.4% |
| Participant deferral / active EE | $4,721 | $6,631-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $217 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |