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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,180 | $104,953-87.4% | $84,637-84.4% | $152,909-91.4% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.5%+9.2pp |
| Annual return | 13.74% | 373.94%-360.2pp | 258.82%-245.1pp | 345.46%-331.7pp |
| Employer contribution / active EE | $9,134 | $3,304+176.5% | $2,653+244.2% | $4,764+91.7% |
| Participant deferral / active EE | $2,891 | $4,691-38.4% | $3,900-25.9% | $5,851-50.6% |
| Admin fee / account holder | $42 | $6,244-99.3% | $4,914-99.1% | $11,601-99.6% |