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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,406 | $73,518-65.4% | $63,003-59.7% | $147,585-82.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 13.03% | 175.46%-162.4pp | 87.59%-74.6pp | 578.57%-565.5pp |
| Employer contribution / active EE | $2,326 | $3,322-30.0% | $2,760-15.7% | $4,876-52.3% |
| Participant deferral / active EE | $3,660 | $4,183-12.5% | $3,329+9.9% | $5,439-32.7% |
| Admin fee / account holder | $224 | $5,952-96.2% | $3,600-93.8% | $10,885-97.9% |