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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,073 | $103,008-68.9% | $90,304-64.5% | $152,897-79.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 27.89% | 95.22%-67.3pp | 78.13%-50.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $2,083 | $3,139-33.7% | $2,855-27.0% | $4,764-56.3% |
| Participant deferral / active EE | $8,208 | $4,281+91.7% | $3,885+111.3% | $5,851+40.3% |
| Admin fee / account holder | $107 | $6,175-98.3% | $5,354-98.0% | $11,599-99.1% |