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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,066 | $96,388-84.4% | $80,627-81.3% | $139,466-89.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 18.64% | 1352.08%-1333.4pp | 936.76%-918.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,191 | $3,260-63.5% | $2,723-56.3% | $4,754-75.0% |
| Participant deferral / active EE | $2,789 | $5,224-46.6% | $4,443-37.2% | $6,712-58.4% |
| Admin fee / account holder | $7 | $6,603-99.9% | $5,381-99.9% | $11,409-99.9% |