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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,714 | $100,938-88.4% | $90,461-87.1% | $158,982-92.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 24.22% | 1727.20%-1703.0pp | 1294.76%-1270.5pp | 302.99%-278.8pp |
| Employer contribution / active EE | $1,866 | $3,691-49.5% | $3,264-42.8% | $4,763-60.8% |
| Participant deferral / active EE | $3,406 | $4,350-21.7% | $3,964-14.1% | $5,983-43.1% |
| Admin fee / account holder | $98 | $6,510-98.5% | $5,617-98.3% | $11,252-99.1% |