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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,898 | $183,539-89.2% | $155,556-87.2% | $145,897-86.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.99% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,405 | $5,315-73.6% | $4,675-69.9% | $4,663-69.9% |
| Participant deferral / active EE | $1,863 | $6,467-71.2% | $5,631-66.9% | $6,689-72.2% |
| Admin fee / account holder | $125 | $19,275-99.4% | $15,885-99.2% | $13,390-99.1% |