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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,967 | $81,763-34.0% | $58,561-7.8% | $139,466-61.3% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 20.15% | 7427.77%-7407.6pp | 4251.33%-4231.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,856 | $1,398+32.8% | $1,053+76.2% | $4,754-61.0% |
| Participant deferral / active EE | $3,404 | $2,555+33.2% | $1,923+77.0% | $6,712-49.3% |
| Admin fee / account holder | $26 | $3,273-99.2% | $2,520-99.0% | $11,409-99.8% |