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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,331 | $96,678-57.2% | $86,640-52.3% | $139,466-70.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 18.29% | 106.69%-88.4pp | 592.52%-574.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $3,419 | $3,265+4.7% | $3,024+13.1% | $4,754-28.1% |
| Participant deferral / active EE | $7,007 | $4,837+44.9% | $4,438+57.9% | $6,712+4.4% |
| Admin fee / account holder | $19 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |