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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,942 | $156,963-82.2% | $121,204-76.9% | $139,466-80.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 23.14% | 1476.75%-1453.6pp | 987.18%-964.0pp | 373.66%-350.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $773 | $4,848-84.0% | $4,083-81.1% | $6,712-88.5% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |