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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,325 | $104,924-82.5% | $84,623-78.3% | $152,885-88.0% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 16.86% | 373.82%-357.0pp | 258.77%-241.9pp | 345.39%-328.5pp |
| Employer contribution / active EE | $1,582 | $3,302-52.1% | $2,652-40.3% | $4,763-66.8% |
| Participant deferral / active EE | $2,502 | $4,689-46.6% | $3,899-35.8% | $5,851-57.2% |
| Admin fee / account holder | $136 | $6,242-97.8% | $4,913-97.2% | $11,598-98.8% |