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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,834 | $112,131-70.7% | $95,964-65.8% | $158,982-79.3% |
| Participation rate | 93.3% | 79.0%+14.3pp | 77.1%+16.2pp | 82.0%+11.4pp |
| Annual return | 8.64% | 171.19%-162.6pp | 91.64%-83.0pp | 302.99%-294.4pp |
| Employer contribution / active EE | $6,667 | $3,199+108.4% | $2,541+162.3% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $37 | $10,136-99.6% | $6,797-99.4% | $11,252-99.7% |