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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,605 | $96,630-64.2% | $86,605-60.0% | $139,427-75.2% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 15.70% | 106.48%-90.8pp | 591.39%-575.7pp | 373.27%-357.6pp |
| Employer contribution / active EE | $2,979 | $3,264-8.7% | $3,023-1.5% | $4,752-37.3% |
| Participant deferral / active EE | $3,457 | $4,836-28.5% | $4,438-22.1% | $6,711-48.5% |
| Admin fee / account holder | $0 | $6,405-100.0% | $5,611-100.0% | $11,404-100.0% |