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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,549 | $109,872-84.9% | $98,483-83.2% | $167,536-90.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 17.98% | 1959.31%-1941.3pp | 1494.38%-1476.4pp | 478.82%-460.8pp |
| Employer contribution / active EE | $892 | $3,225-72.3% | $2,961-69.9% | $4,839-81.6% |
| Participant deferral / active EE | $5,286 | $4,673+13.1% | $4,276+23.6% | $6,342-16.7% |
| Admin fee / account holder | $38 | $6,757-99.4% | $5,953-99.4% | $12,315-99.7% |