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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,386 | $202,342-71.1% | $172,752-66.2% | $152,897-61.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.62% | 1029.83%-1007.2pp | 802.97%-780.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,360 | $5,858-76.8% | $5,144-73.6% | $4,764-71.4% |
| Participant deferral / active EE | $2,395 | $5,948-59.7% | $5,198-53.9% | $5,851-59.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |