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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,783 | $108,942-80.0% | $100,415-78.3% | $145,897-85.1% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 259.65% | 58.27%+201.4pp | 49.47%+210.2pp | 552.29%-292.6pp |
| Employer contribution / active EE | $3,007 | $4,422-32.0% | $3,943-23.7% | $4,663-35.5% |
| Participant deferral / active EE | $9,064 | $8,461+7.1% | $8,091+12.0% | $6,689+35.5% |
| Admin fee / account holder | $19 | $9,702-99.8% | $7,906-99.8% | $13,390-99.9% |