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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,241 | $99,079-69.5% | $78,002-61.2% | $273,972-89.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 3.94% | 217.93%-214.0pp | 425.99%-422.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $3,024 | $3,308-8.6% | $2,470+22.4% | $4,869-37.9% |
| Participant deferral / active EE | $7,197 | $4,306+67.1% | $3,497+105.8% | $5,287+36.1% |
| Admin fee / account holder | $126 | $8,954-98.6% | $5,481-97.7% | $10,133-98.8% |