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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,123 | $96,630-80.2% | $86,605-77.9% | $139,427-86.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.85% | 106.48%-84.6pp | 591.39%-569.5pp | 373.27%-351.4pp |
| Employer contribution / active EE | $2,850 | $3,264-12.7% | $3,023-5.7% | $4,752-40.0% |
| Participant deferral / active EE | $4,560 | $4,836-5.7% | $4,438+2.8% | $6,711-32.1% |
| Admin fee / account holder | $133 | $6,405-97.9% | $5,611-97.6% | $11,404-98.8% |