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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,001 | $96,388-66.8% | $80,627-60.3% | $139,466-77.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 25.19% | 1352.08%-1326.9pp | 936.76%-911.6pp | 373.66%-348.5pp |
| Employer contribution / active EE | $6,091 | $3,260+86.8% | $2,723+123.7% | $4,754+28.1% |
| Participant deferral / active EE | $8,248 | $5,224+57.9% | $4,443+85.6% | $6,712+22.9% |
| Admin fee / account holder | $183 | $6,603-97.2% | $5,381-96.6% | $11,409-98.4% |