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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,404 | $149,040-83.0% | $120,225-78.9% | $137,256-81.5% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 22.34% | 605.68%-583.3pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,180 | $4,350-49.9% | $3,475-37.3% | $4,156-47.5% |
| Participant deferral / active EE | $4,924 | $4,655+5.8% | $3,999+23.1% | $6,407-23.1% |
| Admin fee / account holder | $25 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |