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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,633 | $156,963-79.8% | $121,204-73.9% | $139,466-77.3% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 14.48% | 1476.75%-1462.3pp | 987.18%-972.7pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,647 | $5,544-70.3% | $4,170-60.5% | $4,754-65.4% |
| Participant deferral / active EE | $3,471 | $4,848-28.4% | $4,083-15.0% | $6,712-48.3% |
| Admin fee / account holder | $256 | $6,953-96.3% | $5,651-95.5% | $11,409-97.8% |