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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,239 | $110,093-56.2% | $97,295-50.4% | $145,897-66.9% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.3pp | 80.3%-3.4pp |
| Annual return | 9.91% | 244.76%-234.8pp | 75.62%-65.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,658 | $3,077+83.9% | $2,723+107.8% | $4,663+21.3% |
| Participant deferral / active EE | $5,312 | $4,678+13.6% | $4,264+24.6% | $6,689-20.6% |
| Admin fee / account holder | $20 | $6,212-99.7% | $5,646-99.6% | $13,390-99.9% |