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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,041 | $100,895-46.4% | $90,430-40.2% | $158,950-66.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 24.49% | 1725.54%-1701.0pp | 1293.73%-1269.2pp | 302.91%-278.4pp |
| Employer contribution / active EE | $900 | $3,689-75.6% | $3,262-72.4% | $4,762-81.1% |
| Participant deferral / active EE | $5,144 | $4,347+18.3% | $3,963+29.8% | $5,983-14.0% |
| Admin fee / account holder | $220 | $6,505-96.6% | $5,613-96.1% | $11,248-98.0% |