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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,932 | $227,597-88.2% | $189,575-85.8% | $167,536-83.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 16.53% | 78.44%-61.9pp | 64.19%-47.7pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,622 | $5,316-50.7% | $4,412-40.6% | $4,839-45.8% |
| Participant deferral / active EE | $4,684 | $7,002-33.1% | $6,174-24.1% | $6,342-26.1% |
| Admin fee / account holder | $20 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |