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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,939 | $138,076-79.8% | $123,553-77.4% | $135,380-79.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | 52.10% | 153.70%-101.6pp | 119.21%-67.1pp | 519.81%-467.7pp |
| Employer contribution / active EE | $2,068 | $5,152-59.9% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $5,717 | $6,800-15.9% | $6,426-11.0% | $5,609+1.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |