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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,894 | $94,439-98.0% | $73,658-97.4% | $154,746-98.8% |
| Participation rate | 93.3% | 64.7%+28.7pp | 57.0%+36.3pp | 80.7%+12.6pp |
| Annual return | 120.27% | 28.25%+92.0pp | 29.72%+90.6pp | 172.34%-52.1pp |
| Employer contribution / active EE | $699 | $1,257-44.4% | $1,032-32.3% | $4,379-84.0% |
| Participant deferral / active EE | $837 | $2,527-66.9% | $2,062-59.4% | $6,730-87.6% |
| Admin fee / account holder | $162 | $3,843-95.8% | $3,357-95.2% | $14,365-98.9% |