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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,379 | $162,529-90.5% | $130,788-88.2% | $154,746-90.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 25.76% | 510.48%-484.7pp | 386.44%-360.7pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,177 | $4,447-73.5% | $3,558-66.9% | $4,379-73.1% |
| Participant deferral / active EE | $5,784 | $4,808+20.3% | $4,137+39.8% | $6,730-14.1% |
| Admin fee / account holder | $28 | $7,669-99.6% | $6,673-99.6% | $14,365-99.8% |