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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,852 | $103,038-77.8% | $90,324-74.7% | $152,909-85.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 25.78% | 95.25%-69.5pp | 78.15%-52.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,987 | $3,141-4.9% | $2,856+4.6% | $4,764-37.3% |
| Participant deferral / active EE | $2,615 | $4,282-38.9% | $3,885-32.7% | $5,851-55.3% |
| Admin fee / account holder | $242 | $6,177-96.1% | $5,356-95.5% | $11,601-97.9% |