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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,457 | $76,522-77.2% | $56,033-68.8% | $145,884-88.0% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 12.61% | 3014.28%-3001.7pp | 1711.38%-1698.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,695 | $1,382+22.7% | $1,041+62.9% | $4,662-63.6% |
| Participant deferral / active EE | $2,930 | $2,624+11.7% | $1,954+49.9% | $6,690-56.2% |
| Admin fee / account holder | $124 | $3,328-96.3% | $2,827-95.6% | $13,392-99.1% |