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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,546 | $150,446-77.0% | $136,297-74.7% | $147,585-76.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 22.94% | 1049.14%-1026.2pp | 5156.19%-5133.3pp | 578.58%-555.6pp |
| Employer contribution / active EE | $3,128 | $5,256-40.5% | $4,696-33.4% | $4,876-35.9% |
| Participant deferral / active EE | $11,396 | $6,631+71.9% | $6,247+82.4% | $5,439+109.5% |
| Admin fee / account holder | $56 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |