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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,362 | $99,031-15.8% | $86,597-3.7% | $147,585-43.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 26.78% | 1312.56%-1285.8pp | 964.96%-938.2pp | 578.57%-551.8pp |
| Employer contribution / active EE | $1,604 | $3,132-48.8% | $2,840-43.5% | $4,876-67.1% |
| Participant deferral / active EE | $4,609 | $3,972+16.0% | $3,609+27.7% | $5,439-15.2% |
| Admin fee / account holder | $15 | $5,711-99.7% | $4,906-99.7% | $10,885-99.9% |