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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $68,097-54.6% | $62,929-50.9% | $137,256-77.5% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 20.25% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $561 | $2,811-80.0% | $2,505-77.6% | $4,156-86.5% |
| Participant deferral / active EE | $4,427 | $4,553-2.8% | $3,888+13.9% | $6,407-30.9% |
| Admin fee / account holder | $18 | $6,521-99.7% | $5,065-99.7% | $12,270-99.9% |