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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,379 | $99,011-78.4% | $86,582-75.3% | $147,586-85.5% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 21.34% | 1312.75%-1291.4pp | 965.08%-943.7pp | 578.59%-557.3pp |
| Employer contribution / active EE | $4,598 | $3,132+46.8% | $2,839+61.9% | $4,876-5.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $241 | $5,709-95.8% | $4,904-95.1% | $10,886-97.8% |