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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,596 | $96,338+37.6% | $80,589+64.5% | $139,427-4.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 12.99% | 1350.43%-1337.4pp | 935.83%-922.8pp | 373.27%-360.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $2,724-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $250 | $6,600-96.2% | $5,379-95.4% | $11,404-97.8% |