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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,119 | $103,038-70.8% | $90,324-66.7% | $152,909-80.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 21.65% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,421 | $3,141-54.7% | $2,856-50.2% | $4,764-70.2% |
| Participant deferral / active EE | $3,997 | $4,282-6.7% | $3,885+2.9% | $5,851-31.7% |
| Admin fee / account holder | $234 | $6,177-96.2% | $5,356-95.6% | $11,601-98.0% |