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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,750 | $109,372-88.3% | $89,414-85.7% | $158,966-92.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.0%+18.4pp | 82.0%+4.4pp |
| Annual return | 37.64% | 345.55%-307.9pp | 245.50%-207.9pp | 302.95%-265.3pp |
| Employer contribution / active EE | $654 | $3,171-79.4% | $2,586-74.7% | $4,762-86.3% |
| Participant deferral / active EE | $1,905 | $4,598-58.6% | $3,890-51.0% | $5,983-68.2% |
| Admin fee / account holder | $276 | $6,156-95.5% | $4,883-94.4% | $11,250-97.5% |