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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,802 | $96,643-89.9% | $86,617-88.7% | $139,456-93.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 23.05% | 106.57%-83.5pp | 591.91%-568.9pp | 373.45%-350.4pp |
| Employer contribution / active EE | $1,439 | $3,264-55.9% | $3,023-52.4% | $4,753-69.7% |
| Participant deferral / active EE | $4,774 | $4,835-1.3% | $4,437+7.6% | $6,711-28.9% |
| Admin fee / account holder | $193 | $6,406-97.0% | $5,613-96.6% | $11,407-98.3% |