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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,482 | $102,938-70.4% | $94,105-67.6% | $138,895-78.1% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 12.66% | 250.28%-237.6pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,635 | $2,732-40.2% | $2,504-34.7% | $4,194-61.0% |
| Participant deferral / active EE | $2,833 | $4,196-32.5% | $3,881-27.0% | $6,396-55.7% |
| Admin fee / account holder | $12 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |