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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,566 | $76,522-70.5% | $56,033-59.7% | $145,884-84.5% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 17.58% | 3014.28%-2996.7pp | 1711.38%-1693.8pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,914 | $1,382+38.5% | $1,041+83.9% | $4,662-58.9% |
| Participant deferral / active EE | $1,983 | $2,624-24.4% | $1,954+1.5% | $6,690-70.4% |
| Admin fee / account holder | $17 | $3,328-99.5% | $2,827-99.4% | $13,392-99.9% |