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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,298 | $73,518-69.7% | $63,003-64.6% | $147,585-84.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 12.88% | 175.46%-162.6pp | 87.59%-74.7pp | 578.57%-565.7pp |
| Employer contribution / active EE | $3,839 | $3,322+15.6% | $2,760+39.1% | $4,876-21.3% |
| Participant deferral / active EE | $4,090 | $4,183-2.2% | $3,329+22.9% | $5,439-24.8% |
| Admin fee / account holder | $132 | $5,952-97.8% | $3,600-96.3% | $10,885-98.8% |