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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,492 | $149,040-96.3% | $120,225-95.4% | $137,256-96.0% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 19.77% | 605.68%-585.9pp | 439.23%-419.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $734 | $4,350-83.1% | $3,475-78.9% | $4,156-82.3% |
| Participant deferral / active EE | $1,541 | $4,655-66.9% | $3,999-61.5% | $6,407-75.9% |
| Admin fee / account holder | $35 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |