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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,916 | $103,008-76.8% | $90,304-73.5% | $152,897-84.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 26.85% | 95.22%-68.4pp | 78.13%-51.3pp | 345.43%-318.6pp |
| Employer contribution / active EE | $1,421 | $3,139-54.7% | $2,855-50.2% | $4,764-70.2% |
| Participant deferral / active EE | $4,676 | $4,281+9.2% | $3,885+20.4% | $5,851-20.1% |
| Admin fee / account holder | $11 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |