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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,253 | $160,028-84.8% | $147,080-83.5% | $145,884-83.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.89% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,869 | $5,286-64.6% | $4,933-62.1% | $4,662-59.9% |
| Participant deferral / active EE | $6,301 | $8,422-25.2% | $8,066-21.9% | $6,690-5.8% |
| Admin fee / account holder | $170 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |