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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,840 | $76,368-67.5% | $67,681-63.3% | $154,746-83.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 12.90% | 1066.77%-1053.9pp | 590.58%-577.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,080 | $3,151-34.0% | $2,678-22.3% | $4,379-52.5% |
| Participant deferral / active EE | $2,743 | $4,824-43.1% | $3,976-31.0% | $6,730-59.2% |
| Admin fee / account holder | $154 | $8,559-98.2% | $6,100-97.5% | $14,365-98.9% |