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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,979 | $162,529-82.8% | $130,788-78.6% | $154,746-81.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 19.82% | 510.48%-490.7pp | 386.44%-366.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,549 | $4,447-65.2% | $3,558-56.5% | $4,379-64.6% |
| Participant deferral / active EE | $2,408 | $4,808-49.9% | $4,137-41.8% | $6,730-64.2% |
| Admin fee / account holder | $63 | $7,669-99.2% | $6,673-99.1% | $14,365-99.6% |