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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,484 | $150,447-40.5% | $136,298-34.3% | $147,586-39.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 34.62% | 1049.15%-1014.5pp | 5156.27%-5121.7pp | 578.59%-544.0pp |
| Employer contribution / active EE | $1,733 | $5,256-67.0% | $4,696-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $3,306 | $6,631-50.1% | $6,247-47.1% | $5,439-39.2% |
| Admin fee / account holder | $52 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |