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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,834 | $109,863-79.2% | $98,477-76.8% | $167,518-86.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.52% | 1958.09%-1938.6pp | 1493.59%-1474.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $1,760 | $3,225-45.4% | $2,961-40.6% | $4,838-63.6% |
| Participant deferral / active EE | $4,400 | $4,673-5.8% | $4,276+2.9% | $6,342-30.6% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |