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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,039 | $127,790-74.9% | $106,555-69.9% | $167,536-80.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 224.23% | 33.88%+190.4pp | 26.80%+197.4pp | 478.82%-254.6pp |
| Employer contribution / active EE | $2,772 | $3,428-19.1% | $2,819-1.7% | $4,839-42.7% |
| Participant deferral / active EE | $5,451 | $5,088+7.1% | $4,399+23.9% | $6,342-14.1% |
| Admin fee / account holder | $7 | $11,229-99.9% | $7,408-99.9% | $12,315-99.9% |