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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,219 | $159,934-78.6% | $147,005-76.7% | $145,959-76.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 130.85% | 98.24%+32.6pp | 418.76%-287.9pp | 561.95%-431.1pp |
| Employer contribution / active EE | $1,301 | $5,287-75.4% | $4,934-73.6% | $4,661-72.1% |
| Participant deferral / active EE | $7,145 | $8,427-15.2% | $8,070-11.5% | $6,689+6.8% |
| Admin fee / account holder | $240 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |