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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,267 | $217,432-82.9% | $185,851-79.9% | $167,553-77.8% |
| Participation rate | 73.3% | 86.1%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 28.06% | 148.43%-120.4pp | 122.11%-94.0pp | 478.89%-450.8pp |
| Employer contribution / active EE | $1,335 | $5,874-77.3% | $5,168-74.2% | $4,840-72.4% |
| Participant deferral / active EE | $5,549 | $6,357-12.7% | $5,569-0.3% | $6,343-12.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |