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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,809 | $121,701-83.7% | $104,639-81.1% | $158,982-87.5% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 17.33% | 465.72%-448.4pp | 340.67%-323.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,025 | $3,165-67.6% | $2,682-61.8% | $4,763-78.5% |
| Participant deferral / active EE | $2,313 | $4,176-44.6% | $3,738-38.1% | $5,983-61.3% |
| Admin fee / account holder | $9 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |