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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,472 | $100,911-87.6% | $90,440-86.2% | $158,966-92.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 36.64% | 1726.62%-1690.0pp | 1294.38%-1257.7pp | 302.95%-266.3pp |
| Employer contribution / active EE | $1,853 | $3,690-49.8% | $3,263-43.2% | $4,762-61.1% |
| Participant deferral / active EE | $3,122 | $4,348-28.2% | $3,964-21.2% | $5,983-47.8% |
| Admin fee / account holder | $42 | $6,507-99.4% | $5,615-99.3% | $11,250-99.6% |