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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,314 | $72,396-65.0% | $67,511-62.5% | $145,959-82.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 20.78% | 7194.07%-7173.3pp | 3517.41%-3496.6pp | 561.95%-541.2pp |
| Employer contribution / active EE | $3,501 | $3,071+14.0% | $2,733+28.1% | $4,661-24.9% |
| Participant deferral / active EE | $3,737 | $4,781-21.9% | $4,000-6.6% | $6,689-44.1% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |