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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,644 | $88,754-88.0% | $81,820-87.0% | $145,877-92.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 22.69% | 1031.77%-1009.1pp | 777.93%-755.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $4,695 | $3,085+52.2% | $2,915+61.1% | $4,663+0.7% |
| Participant deferral / active EE | $5,105 | $4,648+9.8% | $4,323+18.1% | $6,691-23.7% |
| Admin fee / account holder | $286 | $8,424-96.6% | $7,391-96.1% | $13,402-97.9% |