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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,726 | $72,071-92.1% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 21.21% | 353.14%-331.9pp | 292.57%-271.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $460 | $2,788-83.5% | $2,649-82.6% | $4,156-88.9% |
| Participant deferral / active EE | $1,555 | $4,410-64.7% | $4,123-62.3% | $6,407-75.7% |
| Admin fee / account holder | $29 | $5,336-99.5% | $5,150-99.4% | $12,270-99.8% |