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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,314 | $72,403-65.0% | $67,524-62.5% | $145,978-82.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 20.78% | 7197.23%-7176.4pp | 3519.41%-3498.6pp | 550.52%-529.7pp |
| Employer contribution / active EE | $3,501 | $3,072+14.0% | $2,734+28.0% | $4,662-24.9% |
| Participant deferral / active EE | $3,737 | $4,782-21.9% | $4,001-6.6% | $6,690-44.1% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |