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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,906 | $88,754-55.0% | $81,820-51.2% | $145,877-72.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.96% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,059 | $3,085-33.3% | $2,915-29.4% | $4,663-55.8% |
| Participant deferral / active EE | $2,368 | $4,648-49.0% | $4,323-45.2% | $6,691-64.6% |
| Admin fee / account holder | $86 | $8,424-99.0% | $7,391-98.8% | $13,402-99.4% |