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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,886 | $156,927-93.7% | $121,169-91.8% | $139,456-92.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.54% | 1475.85%-1456.3pp | 986.71%-967.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,103 | $5,542-80.1% | $4,168-73.5% | $4,753-76.8% |
| Participant deferral / active EE | $913 | $4,848-81.2% | $4,083-77.6% | $6,711-86.4% |
| Admin fee / account holder | $11 | $6,946-99.8% | $5,645-99.8% | $11,407-99.9% |