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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,484 | $217,427-84.1% | $185,837-81.4% | $167,518-79.4% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 28.66% | 148.39%-119.7pp | 122.08%-93.4pp | 478.71%-450.0pp |
| Employer contribution / active EE | $1,272 | $5,874-78.4% | $5,168-75.4% | $4,838-73.7% |
| Participant deferral / active EE | $4,871 | $6,357-23.4% | $5,568-12.5% | $6,342-23.2% |
| Admin fee / account holder | $125 | $19,816-99.4% | $16,241-99.2% | $12,312-99.0% |