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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,691 | $96,678-67.2% | $86,640-63.4% | $139,466-77.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 21.60% | 106.69%-85.1pp | 592.52%-570.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,430 | $3,265-56.2% | $3,024-52.7% | $4,754-69.9% |
| Participant deferral / active EE | $10,550 | $4,837+118.1% | $4,438+137.7% | $6,712+57.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |