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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,419 | $88,754-88.3% | $81,820-87.3% | $145,877-92.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.39% | 1031.77%-1014.4pp | 777.93%-760.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,240 | $3,085-59.8% | $2,915-57.5% | $4,663-73.4% |
| Participant deferral / active EE | $1,202 | $4,648-74.1% | $4,323-72.2% | $6,691-82.0% |
| Admin fee / account holder | $47 | $8,424-99.4% | $7,391-99.4% | $13,402-99.6% |