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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,925 | $100,938-83.2% | $90,461-81.3% | $158,982-89.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 13.55% | 1727.20%-1713.7pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $671 | $3,691-81.8% | $3,264-79.5% | $4,763-85.9% |
| Participant deferral / active EE | $3,128 | $4,350-28.1% | $3,964-21.1% | $5,983-47.7% |
| Admin fee / account holder | $110 | $6,510-98.3% | $5,617-98.0% | $11,252-99.0% |