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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,506 | $105,198-70.1% | $159,455-80.2% | $85,856-63.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 17.47% | 45.08%-27.6pp | 263.63%-246.2pp | 318.58%-301.1pp |
| Employer contribution / active EE | $1,658 | $3,319-50.0% | $4,830-65.7% | $2,565-35.4% |
| Participant deferral / active EE | $7,384 | $5,946+24.2% | $7,353+0.4% | $3,952+86.8% |
| Admin fee / account holder | $280 | $6,934-96.0% | $10,800-97.4% | $6,261-95.5% |