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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,478 | $72,446-70.4% | $67,561-68.2% | $145,877-85.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 14.37% | 7211.98%-7197.6pp | 3525.44%-3511.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,757 | $3,072+22.3% | $2,735+37.4% | $4,663-19.4% |
| Participant deferral / active EE | $3,023 | $4,785-36.8% | $4,003-24.5% | $6,691-54.8% |
| Admin fee / account holder | $146 | $5,541-97.4% | $4,006-96.4% | $13,402-98.9% |