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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,472 | $96,691-74.7% | $86,656-71.8% | $139,487-82.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.31% | 106.87%-91.6pp | 593.09%-577.8pp | 373.84%-358.5pp |
| Employer contribution / active EE | $726 | $3,267-77.8% | $3,025-76.0% | $4,755-84.7% |
| Participant deferral / active EE | $1,452 | $4,838-70.0% | $4,439-67.3% | $6,713-78.4% |
| Admin fee / account holder | $211 | $6,414-96.7% | $5,619-96.2% | $11,407-98.1% |