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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,815 | $102,938-88.5% | $94,105-87.4% | $138,895-91.5% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 247.30% | 250.28%-3.0pp | 204.55%+42.7pp | 145.39%+101.9pp |
| Employer contribution / active EE | $549 | $2,732-79.9% | $2,504-78.1% | $4,194-86.9% |
| Participant deferral / active EE | $2,097 | $4,196-50.0% | $3,881-46.0% | $6,396-67.2% |
| Admin fee / account holder | $15 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |