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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,955 | $90,530-85.7% | $76,030-83.0% | $145,897-91.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 19.59% | 625.08%-605.5pp | 361.54%-341.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,133 | $3,319-65.9% | $2,688-57.9% | $4,663-75.7% |
| Participant deferral / active EE | $2,976 | $5,164-42.4% | $4,257-30.1% | $6,689-55.5% |
| Admin fee / account holder | $165 | $8,383-98.0% | $6,421-97.4% | $13,390-98.8% |