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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,173 | $73,546-68.5% | $63,018-63.2% | $147,586-84.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 17.29% | 175.56%-158.3pp | 87.62%-70.3pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,817 | $3,324+14.8% | $2,761+38.3% | $4,876-21.7% |
| Participant deferral / active EE | $4,850 | $4,185+15.9% | $3,330+45.7% | $5,439-10.8% |
| Admin fee / account holder | $25 | $5,956-99.6% | $3,601-99.3% | $10,886-99.8% |