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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,766 | $156,963-73.4% | $121,204-65.5% | $139,466-70.1% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 25.43% | 1476.75%-1451.3pp | 987.18%-961.8pp | 373.66%-348.2pp |
| Employer contribution / active EE | $3,532 | $5,544-36.3% | $4,170-15.3% | $4,754-25.7% |
| Participant deferral / active EE | $9,824 | $4,848+102.6% | $4,083+140.6% | $6,712+46.4% |
| Admin fee / account holder | $61 | $6,953-99.1% | $5,651-98.9% | $11,409-99.5% |