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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,316 | $102,382-72.3% | $147,005-80.7% | $80,874-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.58% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.0pp |
| Employer contribution / active EE | $2,737 | $3,715-26.3% | $4,934-44.5% | $2,756-0.7% |
| Participant deferral / active EE | $5,173 | $6,646-22.2% | $8,070-35.9% | $4,297+20.4% |
| Admin fee / account holder | $247 | $7,942-96.9% | $13,006-98.1% | $6,935-96.4% |