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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,500 | $111,830-72.7% | $93,696-67.4% | $145,884-79.1% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 14.28% | 204.08%-189.8pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $4,909 | $3,093+58.7% | $2,422+102.7% | $4,662+5.3% |
| Participant deferral / active EE | $8,856 | $4,920+80.0% | $4,417+100.5% | $6,690+32.4% |
| Admin fee / account holder | $78 | $10,249-99.2% | $8,287-99.1% | $13,392-99.4% |