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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,437 | $88,778-47.7% | $81,844-43.3% | $145,884-68.2% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 21.37% | 1033.03%-1011.7pp | 778.87%-757.5pp | 551.85%-530.5pp |
| Employer contribution / active EE | $1,715 | $3,087-44.4% | $2,916-41.2% | $4,662-63.2% |
| Participant deferral / active EE | $2,728 | $4,648-41.3% | $4,323-36.9% | $6,690-59.2% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |