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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,006 | $217,432-86.7% | $185,849-84.4% | $167,536-82.7% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.07% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |