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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,774 | $102,595-89.5% | $94,057-88.5% | $154,746-93.0% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 21.54% | 583.42%-561.9pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $955 | $3,147-69.7% | $2,933-67.5% | $4,379-78.2% |
| Participant deferral / active EE | $2,188 | $5,118-57.3% | $4,709-53.5% | $6,730-67.5% |
| Admin fee / account holder | $173 | $7,736-97.8% | $7,244-97.6% | $14,365-98.8% |