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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,379 | $167,030-90.8% | $135,768-88.7% | $155,188-90.1% |
| Participation rate | 83.3% | 76.2%+7.2pp | 71.1%+12.3pp | 80.8%+2.5pp |
| Annual return | 25.76% | 678.39%-652.6pp | 526.10%-500.3pp | 148.84%-123.1pp |
| Employer contribution / active EE | $1,177 | $4,132-71.5% | $3,394-65.3% | $4,248-72.3% |
| Participant deferral / active EE | $5,784 | $4,528+27.7% | $3,977+45.4% | $6,531-11.4% |
| Admin fee / account holder | $28 | $8,172-99.7% | $7,048-99.6% | $14,480-99.8% |