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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,395 | $88,778-9.4% | $81,844-1.8% | $145,884-44.9% |
| Participation rate | 84.2% | 75.1%+9.1pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 11.41% | 1033.03%-1021.6pp | 778.87%-767.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,750 | $3,087-43.3% | $2,916-40.0% | $4,662-62.5% |
| Participant deferral / active EE | $3,525 | $4,648-24.2% | $4,323-18.5% | $6,690-47.3% |
| Admin fee / account holder | $4 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |