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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,334 | $108,695-88.7% | $74,722-83.5% | $152,897-91.9% |
| Participation rate | 70.0% | 65.4%+4.6pp | 54.5%+15.5pp | 82.5%-12.5pp |
| Annual return | 30.15% | 114.11%-84.0pp | 753.11%-723.0pp | 345.43%-315.3pp |
| Employer contribution / active EE | $585 | $1,504-61.1% | $1,084-46.0% | $4,764-87.7% |
| Participant deferral / active EE | $3,023 | $2,712+11.5% | $1,963+54.0% | $5,851-48.3% |
| Admin fee / account holder | $93 | $4,906-98.1% | $3,335-97.2% | $11,599-99.2% |