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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,934 | $97,732-75.5% | $83,831-71.4% | $135,380-82.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 150.99% | 1287.56%-1136.6pp | 850.99%-700.0pp | 519.81%-368.8pp |
| Employer contribution / active EE | $2,004 | $4,222-52.5% | $3,631-44.8% | $4,779-58.1% |
| Participant deferral / active EE | $8,340 | $4,683+78.1% | $4,082+104.3% | $5,609+48.7% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |