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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,522 | $185,225-85.7% | $142,898-81.4% | $167,536-84.2% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 15.40% | 8558.12%-8542.7pp | 5639.64%-5624.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,111 | $5,607-80.2% | $4,146-73.2% | $4,839-77.0% |
| Participant deferral / active EE | $2,990 | $4,496-33.5% | $3,838-22.1% | $6,342-52.9% |
| Admin fee / account holder | $168 | $8,032-97.9% | $6,560-97.4% | $12,315-98.6% |