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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,771 | $49,896-62.4% | $80,627-76.7% | $75,173-75.0% |
| Participation rate | 92.9% | 55.3%+37.5pp | 67.0%+25.8pp | 67.2%+25.7pp |
| Annual return | 28.79% | 34.67%-5.9pp | 936.76%-908.0pp | 160.72%-131.9pp |
| Employer contribution / active EE | $2,718 | $1,699+60.0% | $2,723-0.2% | $2,671+1.8% |
| Participant deferral / active EE | $5,582 | $2,992+86.6% | $4,443+25.6% | $4,126+35.3% |
| Admin fee / account holder | $199 | $3,578-94.4% | $5,381-96.3% | $5,651-96.5% |