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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,868 | $96,691-72.2% | $86,656-69.0% | $139,487-80.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 30.65% | 106.87%-76.2pp | 593.09%-562.4pp | 373.84%-343.2pp |
| Employer contribution / active EE | $1,475 | $3,267-54.9% | $3,025-51.3% | $4,755-69.0% |
| Participant deferral / active EE | $8,428 | $4,838+74.2% | $4,439+89.8% | $6,713+25.6% |
| Admin fee / account holder | $204 | $6,414-96.8% | $5,619-96.4% | $11,407-98.2% |