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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,968 | $76,634-80.5% | $56,054-73.3% | $145,978-89.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 17.07% | 3004.33%-2987.3pp | 1705.95%-1688.9pp | 550.52%-533.4pp |
| Employer contribution / active EE | $1,667 | $1,380+20.8% | $1,039+60.4% | $4,662-64.2% |
| Participant deferral / active EE | $3,187 | $2,622+21.5% | $1,952+63.3% | $6,690-52.4% |
| Admin fee / account holder | $20 | $3,321-99.4% | $2,822-99.3% | $13,400-99.9% |