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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,997 | $73,546-71.4% | $63,018-66.7% | $147,586-85.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 15.66% | 175.56%-159.9pp | 87.62%-72.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,725 | $3,324-48.1% | $2,761-37.5% | $4,876-64.6% |
| Participant deferral / active EE | $1,725 | $4,185-58.8% | $3,330-48.2% | $5,439-68.3% |
| Admin fee / account holder | $5 | $5,956-99.9% | $3,601-99.9% | $10,886-100.0% |