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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,827 | $150,435-72.9% | $120,580-66.1% | $145,897-72.0% |
| Participation rate | 85.7% | 78.8%+6.9pp | 72.0%+13.8pp | 80.3%+5.4pp |
| Annual return | 15.61% | 154.60%-139.0pp | 107.48%-91.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,654 | $4,352-62.0% | $3,469-52.3% | $4,663-64.5% |
| Participant deferral / active EE | $6,320 | $6,174+2.4% | $4,995+26.5% | $6,689-5.5% |
| Admin fee / account holder | $241 | $12,182-98.0% | $9,418-97.4% | $13,390-98.2% |