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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,109 | $99,011-80.7% | $86,582-77.9% | $147,586-87.1% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.41% | 1312.75%-1300.3pp | 965.08%-952.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,816 | $3,132-10.1% | $2,839-0.8% | $4,876-42.2% |
| Participant deferral / active EE | $1,298 | $3,972-67.3% | $3,609-64.0% | $5,439-76.1% |
| Admin fee / account holder | $244 | $5,709-95.7% | $4,904-95.0% | $10,886-97.8% |