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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,277 | $125,778-86.3% | $114,563-84.9% | $154,746-88.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 21.20% | 295.14%-273.9pp | 241.09%-219.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,299 | $2,806-18.1% | $2,592-11.3% | $4,379-47.5% |
| Participant deferral / active EE | $4,348 | $4,445-2.2% | $4,142+5.0% | $6,730-35.4% |
| Admin fee / account holder | $51 | $8,190-99.4% | $7,623-99.3% | $14,365-99.6% |