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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,356 | $88,815-81.6% | $81,882-80.0% | $145,897-88.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.75% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,078 | $3,086-32.7% | $2,916-28.7% | $4,663-55.4% |
| Participant deferral / active EE | $3,422 | $4,647-26.4% | $4,323-20.8% | $6,689-48.8% |
| Admin fee / account holder | $202 | $8,434-97.6% | $7,360-97.3% | $13,390-98.5% |