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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,839 | $70,366-40.5% | $66,674-37.2% | $138,895-69.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 16.10% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,481 | $2,765-46.4% | $2,620-43.5% | $4,194-64.7% |
| Participant deferral / active EE | $1,504 | $4,374-65.6% | $4,084-63.2% | $6,396-76.5% |
| Admin fee / account holder | $209 | $5,262-96.0% | $5,098-95.9% | $12,562-98.3% |