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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,238 | $102,595-69.6% | $94,057-66.8% | $154,746-79.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 26.00% | 583.42%-557.4pp | 480.62%-454.6pp | 172.34%-146.3pp |
| Employer contribution / active EE | $2,749 | $3,147-12.6% | $2,933-6.3% | $4,379-37.2% |
| Participant deferral / active EE | $6,906 | $5,118+34.9% | $4,709+46.6% | $6,730+2.6% |
| Admin fee / account holder | $71 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |