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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,243 | $88,710-81.7% | $81,783-80.1% | $145,959-88.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 14.82% | 1027.26%-1012.4pp | 775.05%-760.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,766 | $3,083-10.3% | $2,913-5.0% | $4,661-40.7% |
| Participant deferral / active EE | $2,014 | $4,645-56.6% | $4,320-53.4% | $6,689-69.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |