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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,327 | $73,546-64.2% | $63,018-58.2% | $147,586-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 15.95% | 175.56%-159.6pp | 87.62%-71.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,531 | $3,324-54.0% | $2,761-44.6% | $4,876-68.6% |
| Participant deferral / active EE | $1,646 | $4,185-60.7% | $3,330-50.6% | $5,439-69.7% |
| Admin fee / account holder | $208 | $5,956-96.5% | $3,601-94.2% | $10,886-98.1% |