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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,368 | $100,895-70.9% | $90,430-67.5% | $158,950-81.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 17.92% | 1725.54%-1707.6pp | 1293.73%-1275.8pp | 302.91%-285.0pp |
| Employer contribution / active EE | $1,875 | $3,689-49.2% | $3,262-42.5% | $4,762-60.6% |
| Participant deferral / active EE | $5,286 | $4,347+21.6% | $3,963+33.4% | $5,983-11.6% |
| Admin fee / account holder | $178 | $6,505-97.3% | $5,613-96.8% | $11,248-98.4% |