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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,047 | $149,040-84.5% | $120,225-80.8% | $137,256-83.2% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 20.25% | 605.68%-585.4pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,499 | $4,655+18.1% | $3,999+37.5% | $6,407-14.2% |
| Admin fee / account holder | $277 | $6,348-95.6% | $5,696-95.1% | $12,270-97.7% |