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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,630 | $154,754-88.6% | $124,206-85.8% | $138,895-87.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.6%+21.3pp | 79.9%+11.0pp |
| Annual return | 17.67% | 709.28%-691.6pp | 515.27%-497.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,437 | $4,446-67.7% | $3,540-59.4% | $4,194-65.7% |
| Participant deferral / active EE | $1,994 | $4,621-56.9% | $3,968-49.8% | $6,396-68.8% |
| Admin fee / account holder | $113 | $6,690-98.3% | $5,929-98.1% | $12,562-99.1% |