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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,515 | $118,708-70.1% | $98,920-64.1% | $158,982-77.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 129.06% | 372.49%-243.4pp | 196.47%-67.4pp | 302.99%-173.9pp |
| Employer contribution / active EE | $14,131 | $3,334+323.9% | $2,689+425.4% | $4,763+196.7% |
| Participant deferral / active EE | $10,924 | $5,089+114.6% | $4,245+157.3% | $5,983+82.6% |
| Admin fee / account holder | $157 | $10,134-98.5% | $6,643-97.6% | $11,252-98.6% |