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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,862 | $88,778-85.5% | $81,844-84.3% | $145,884-91.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 24.55% | 1033.03%-1008.5pp | 778.87%-754.3pp | 551.85%-527.3pp |
| Employer contribution / active EE | $2,061 | $3,087-33.2% | $2,916-29.3% | $4,662-55.8% |
| Participant deferral / active EE | $2,354 | $4,648-49.4% | $4,323-45.5% | $6,690-64.8% |
| Admin fee / account holder | $68 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |