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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,136 | $149,040-46.9% | $120,225-34.2% | $137,256-42.3% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 11.00% | 605.68%-594.7pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,586 | $4,350-40.6% | $3,475-25.6% | $4,156-37.8% |
| Participant deferral / active EE | $2,119 | $4,655-54.5% | $3,999-47.0% | $6,407-66.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |