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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,945 | $104,953-84.8% | $84,637-81.2% | $152,909-89.6% |
| Participation rate | 94.1% | 74.8%+19.3pp | 68.2%+25.9pp | 82.5%+11.7pp |
| Annual return | 16.74% | 373.94%-357.2pp | 258.82%-242.1pp | 345.46%-328.7pp |
| Employer contribution / active EE | $4,257 | $3,304+28.9% | $2,653+60.4% | $4,764-10.6% |
| Participant deferral / active EE | $1,438 | $4,691-69.3% | $3,900-63.1% | $5,851-75.4% |
| Admin fee / account holder | $44 | $6,244-99.3% | $4,914-99.1% | $11,601-99.6% |