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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,926 | $88,702-85.4% | $81,780-84.2% | $145,978-91.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.48% | 1029.12%-1015.6pp | 776.27%-762.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,414 | $3,084-54.2% | $2,914-51.5% | $4,662-69.7% |
| Participant deferral / active EE | $1,032 | $4,645-77.8% | $4,321-76.1% | $6,690-84.6% |
| Admin fee / account holder | $136 | $8,414-98.4% | $7,384-98.2% | $13,400-99.0% |