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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,440 | $149,040-81.6% | $120,225-77.2% | $137,256-80.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.84% | 605.68%-587.8pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,969 | $4,350-54.7% | $3,475-43.3% | $4,156-52.6% |
| Participant deferral / active EE | $2,354 | $4,655-49.4% | $3,999-41.1% | $6,407-63.3% |
| Admin fee / account holder | $74 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |