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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,450 | $99,031-34.9% | $86,597-25.6% | $147,585-56.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.37% | 1312.56%-1299.2pp | 964.96%-951.6pp | 578.57%-565.2pp |
| Employer contribution / active EE | $2,451 | $3,132-21.7% | $2,840-13.7% | $4,876-49.7% |
| Participant deferral / active EE | $12,466 | $3,972+213.8% | $3,609+245.4% | $5,439+129.2% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |