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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,596 | $57,312-76.3% | $86,617-84.3% | $75,181-81.9% |
| Participation rate | 98.1% | 63.2%+34.9pp | 71.7%+26.4pp | 67.2%+30.9pp |
| Annual return | 23.20% | 2672.78%-2649.6pp | 591.91%-568.7pp | 160.69%-137.5pp |
| Employer contribution / active EE | $1,051 | $2,315-54.6% | $3,023-65.2% | $2,671-60.6% |
| Participant deferral / active EE | $3,435 | $3,319+3.5% | $4,437-22.6% | $4,126-16.7% |
| Admin fee / account holder | $57 | $4,114-98.6% | $5,613-99.0% | $5,650-99.0% |