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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,739 | $106,008-71.9% | $92,240-67.8% | $147,586-79.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 15.37% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,690 | $4,333-14.9% | $3,680+0.3% | $4,876-24.3% |
| Participant deferral / active EE | $2,667 | $4,478-40.5% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $162 | $6,333-97.4% | $5,194-96.9% | $10,886-98.5% |