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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,300 | $109,872-57.9% | $98,483-53.0% | $167,536-72.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.34% | 1959.31%-1942.0pp | 1494.38%-1477.0pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,828 | $3,225-12.3% | $2,961-4.5% | $4,839-41.6% |
| Participant deferral / active EE | $4,011 | $4,673-14.2% | $4,276-6.2% | $6,342-36.8% |
| Admin fee / account holder | $21 | $6,757-99.7% | $5,953-99.6% | $12,315-99.8% |