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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,389 | $102,393-62.5% | $147,041-73.9% | $80,911-52.6% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 44.15% | 134.95%-90.8pp | 419.21%-375.1pp | 35.63%+8.5pp |
| Employer contribution / active EE | $2,339 | $3,715-37.0% | $4,935-52.6% | $2,756-15.1% |
| Participant deferral / active EE | $3,974 | $6,647-40.2% | $8,071-50.8% | $4,297-7.5% |
| Admin fee / account holder | $127 | $7,943-98.4% | $13,006-99.0% | $6,935-98.2% |