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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,112 | $138,078-74.6% | $125,363-72.0% | $134,509-73.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 341.63% | 750.49%-408.9pp | 572.15%-230.5pp | 418.13%-76.5pp |
| Employer contribution / active EE | $2,653 | $5,245-49.4% | $4,815-44.9% | $4,741-44.0% |
| Participant deferral / active EE | $9,879 | $7,800+26.7% | $7,447+32.7% | $6,400+54.4% |
| Admin fee / account holder | $18 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |