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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,124 | $81,749-77.8% | $58,544-69.0% | $139,456-87.0% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 20.18% | 7425.45%-7405.3pp | 4249.56%-4229.4pp | 373.45%-353.3pp |
| Employer contribution / active EE | $2,837 | $1,398+102.9% | $1,053+169.4% | $4,753-40.3% |
| Participant deferral / active EE | $2,837 | $2,555+11.0% | $1,923+47.5% | $6,711-57.7% |
| Admin fee / account holder | $220 | $3,272-93.3% | $2,520-91.3% | $11,407-98.1% |