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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,126 | $67,823-51.2% | $52,425-36.8% | $137,256-75.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 31.78% | 219.11%-187.3pp | 302.12%-270.3pp | 220.34%-188.6pp |
| Employer contribution / active EE | $1,020 | $1,163-12.3% | $914+11.6% | $4,156-75.4% |
| Participant deferral / active EE | $631 | $2,288-72.4% | $1,790-64.7% | $6,407-90.1% |
| Admin fee / account holder | $297 | $2,844-89.6% | $2,495-88.1% | $12,270-97.6% |