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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,106 | $102,595-77.5% | $94,057-75.4% | $154,746-85.1% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 21.90% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,926 | $3,147-7.0% | $2,933-0.2% | $4,379-33.2% |
| Participant deferral / active EE | $3,047 | $5,118-40.5% | $4,709-35.3% | $6,730-54.7% |
| Admin fee / account holder | $57 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |