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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,220 | $106,005-51.7% | $92,239-44.5% | $147,585-65.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.10% | 50.05%-34.0pp | 176.29%-160.2pp | 578.58%-562.5pp |
| Employer contribution / active EE | $2,051 | $4,333-52.7% | $3,680-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $3,348 | $4,478-25.2% | $3,897-14.1% | $5,439-38.4% |
| Admin fee / account holder | $295 | $6,333-95.3% | $5,194-94.3% | $10,886-97.3% |