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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $102,696-79.3% | $86,235-75.3% | $139,487-84.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 20.98% | 1925.91%-1904.9pp | 1170.03%-1149.1pp | 373.84%-352.9pp |
| Employer contribution / active EE | $3,783 | $3,034+24.7% | $2,381+58.9% | $4,755-20.4% |
| Participant deferral / active EE | $9,834 | $4,679+110.2% | $3,987+146.7% | $6,713+46.5% |
| Admin fee / account holder | $268 | $8,667-96.9% | $6,856-96.1% | $11,407-97.7% |