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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,168 | $96,678-80.2% | $86,640-77.9% | $139,466-86.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 23.43% | 106.69%-83.3pp | 592.52%-569.1pp | 373.66%-350.2pp |
| Employer contribution / active EE | $2,147 | $3,265-34.2% | $3,024-29.0% | $4,754-54.8% |
| Participant deferral / active EE | $4,633 | $4,837-4.2% | $4,438+4.4% | $6,712-31.0% |
| Admin fee / account holder | $147 | $6,410-97.7% | $5,616-97.4% | $11,409-98.7% |