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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,342 | $106,005-74.2% | $92,239-70.4% | $147,585-81.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.82% | 50.05%-33.2pp | 176.29%-159.5pp | 578.58%-561.8pp |
| Employer contribution / active EE | $1,608 | $4,333-62.9% | $3,680-56.3% | $4,876-67.0% |
| Participant deferral / active EE | $4,312 | $4,478-3.7% | $3,897+10.6% | $5,439-20.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |