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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,161 | $100,938-57.2% | $90,461-52.3% | $158,982-72.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 15.53% | 1727.20%-1711.7pp | 1294.76%-1279.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,487 | $3,691-59.7% | $3,264-54.4% | $4,763-68.8% |
| Participant deferral / active EE | $3,141 | $4,350-27.8% | $3,964-20.8% | $5,983-47.5% |
| Admin fee / account holder | $51 | $6,510-99.2% | $5,617-99.1% | $11,252-99.6% |